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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Excel Wealth Management, LLC 10 months, 3 weeks Jan 2019 - Present
Lpl Financial, LLC 4 years, 11 months Dec 2014 - Present
Paychex 9 months Mar 2014 - Dec 2014
Fsc Securities Corporation 5 years, 8 months Apr 2009 - Dec 2014
Baroncini Financial 11 years Aug 2008 - Aug 2019
Baroncini Enterprises Inc. 29 years, 1 month Jul 1990 - Aug 2019

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Edward Baroncini

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 11, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 11, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Aug. 19, 2019
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions