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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Edwards is a financial advisor with LPL Financial LLC. Byron has been in the financial industry since March 2010 and has extensive experience working with individuals, corporations, and charitable organizations. Byron is registered as a Registered Representative and Investment Advisor Representative in South Carolina. He offers a range of financial services, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/03/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/23/2014 - 09/02/2016
TRADEKING (CHARLOTTE NC)
NC
11/18/2015 - 03/30/2016
MB TRADING (Charlotte NC)
NC
07/02/2002 - 01/22/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/02/1998 - 06/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 08/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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