Unclaimed
Edward Ladd Currens is a financial advisor at LPL Financial LLC in Midlothian, Virginia. Edward has been in the financial industry since 1995 and is a registered representative in both South Carolina and Virginia. Edward has worked for several firms including Truist Investment Services, BB&T Securities, Morgan Stanley, SunTrust Investment Services, Wachovia Securities, J.J.B. Hilliard, W.L. Lyons, Inc., Paine Webber Incorporated, and J.C. Bradford & Co. Edward holds several licenses including Series 3, 7, 9, 10, 24, 52TO, 53, 63, and 66. Edward is also a licensed investment advisor in South Carolina and Virginia.
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
VA
09/29/2021 - Present
LPL Financial LLC (MIDLOTHIAN VA)
VA
02/17/2021 - 09/27/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
03/06/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/26/2011 - 02/20/2018
MORGAN STANLEY (RICHMOND VA)
VA
12/11/2007 - 07/12/2011
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
01/23/2006 - 11/27/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
KY
09/22/2000 - 01/24/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
08/14/2000 - 10/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/01/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
05/11/1995 - 10/01/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/30/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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