Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lacombe is an investment advisor representative with Cetera Investment Advisers LLC. Edward has been in the industry since 1998. Edward is registered in Florida, Colorado, Michigan and North Carolina. Previously, Edward was with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Edward offers financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
GAINESVILLE, FL
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/23/2023 - Present
Cetera Investment Advisers LLC (GAINESVILLE FL)
FL
01/01/2004 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (GAINESVILLE FL)
IA
08/06/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
WI
03/20/1998 - 04/03/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/20/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 6/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Lacombe is the right advisor for you? Invested Better is here to help.
