Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmond? Claim Your ProfileEdmond McKone is a financial advisor with LPL Financial LLC. Edmond has been in the financial industry for over 27 years and has a wide range of experience in providing financial advice to individuals, families, and businesses. Edmond holds Series 7, 6, 63, and 65 licenses and is a Certified Financial Planner. Edmond's previous employers include Wells Fargo Advisors LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CUSO FINANCIAL SERVICES, L.P. Edmond is committed to providing clients with personalized financial planning and investment advice.
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.
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2
CA
05/05/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
03/03/2022 - 04/18/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
OR
11/07/2019 - 02/15/2022
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
07/30/2018 - 06/10/2019
CUSO FINANCIAL SERVICES, L.P. (PORTLAND OR)
OR
06/03/2016 - 07/10/2018
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
CA
01/03/2011 - 05/17/2016
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
10/24/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MONTECITO CA)
MO
06/07/2002 - 06/06/2003
EDWARD JONES (ST. LOUIS MO)
TX
09/19/1997 - 06/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/04/1996 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
02/25/1991 - 05/12/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/25/1991 - 05/12/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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