Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward France is a financial advisor at LPL Financial LLC, located in KING OF PRUSSIA, PA. Edward has over 40 years of experience in the financial services industry and has been registered with the state of Pennsylvania since 2018. Previously, Edward worked for Morgan Stanley, Morgan Stanley & Co. Incorporated and Merrill Lynch. Edward offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Edward has earned the Series 7, Series 63, and SIE licenses.
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
PA
04/23/2018 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
06/01/2009 - 04/23/2018
MORGAN STANLEY (BLUE BELL PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
07/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BLUE BELL PA)
NY
09/26/1978 - 07/27/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/05/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 11/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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