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Edward Lonnie Dover

Moors & Cabot, Inc.

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About Edward Lonnie Dover

Edward Dover is a financial advisor at Moors & Cabot, Inc. based in Winter Park, FL. Edward has been in the industry since 1986. Edward has been registered with the state of Florida since March 2017 and is a licensed Investment Advisor Representative (IAR). Edward holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Edward has previously worked at SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Turner & Sellhorn Securities, Inc.

Firm Information

Edward Dover is currently registered with Moors & Cabot, Inc.. Moors & Cabot, Inc. is a corporation that provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They have been in business since 1978 and have offices in Boston, MA. They have over 200 employees and manage over $3 billion in assets. The firm is registered with the SEC and in all 50 states. They also participate in wrap fee programs.
Moors & Cabot, Inc.

ONE FEDERAL STREET

BOSTON, MA 02110

$3.09B

Assets Under Management

15

Total Clients

97

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Dover’s Registration & Firm History

FL

03/08/2017 - Present

Moors & Cabot, Inc. (WINTER PARK FL)

FL

06/27/2005 - 10/19/2016

SUNTRUST INVESTMENT SERVICES, INC. (WINTER PARK FL)

GA

11/26/2003 - 06/30/2005

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

MD

07/21/2000 - 12/03/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

08/26/1994 - 07/26/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

10/27/1986 - 09/02/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

08/08/1986 - 10/18/1986

TURNER & SELLHORN SECURITIES, INC.

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Licenses & Designations

IA

Issued 04/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 10 public disclosures for Edward Lonnie Dover. Review regulatory record here.
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