EG
Firm Information
Compensation
N/A
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
Ta-Check Representatives may receive fees in accordance with solicitor agreements with Investment Advisors. Fees and compensation vary depending upon the Investment Advisor and the products and services provided. A portion of the fee is applied towards platform administrative costs.
Areas of Practice
Investment Management
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Advisor Information
Office location
7500 Town Centre Dr, Ste 200, Broadview Heights, OH, 44147
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward operates TaxCheck USA LLC, an entity for his LPL business, since 2018. He is also the owner of TaxCheck USA LLC, providing tax preparation, accounting, and CPA services.
Employment History
Current Registrations
Ta-Check Financial Ltd.
January 2023 - Present · 3 yrs
LPL Financial LLC
February 2018 - Present · 7 yrs 11 mos
LPL Financial LLC Broker
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ta-Check Financial Ltd.
December 2017 - December 2022 · 5 yrs
Sii Investments, INC.
October 2013 - February 2018 · 4 yrs 4 mos
Sii Investments, INC.Broker
August 2007 - February 2018 · 10 yrs 6 mos
Fsc Securities CorporationBroker
August 1998 - August 2007 · 9 yrs
Intersecurities, INC. Broker
October 1996 - August 1998 · 1 yr 10 mos
State Registrations19 states
AZFLGAILKSKYMDMNMONCNJNVOHORSCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.