Edward Sep

About Edward Sep

The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, FL, NJ, NY, PA, SC, TX, VA, WVSecurities offered through LPL Financial. Member FINRA/SIPC.\"For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Investment advice offered through Good Life Advisors, a registered investment advisor. Good Life Advisors and Black Diamond Financial Group are separate entities from LPL Financial.Third party posts found on this profile do no reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Experience

1. Owner

   Black Diamond Financial Group, Llc

   Mar 2012 — Present

   As an independent financial advisor, my mission is to build trusted relationships with all levels of investors including high-level executives, professionals, business owners, and retirees while providing unbiased investment guidance to build and preserve my clients\' wealth.

Education

• Syrcause University

  Bachelor's degree

  1992 — 1996

Skills

• Financial Advisory
• Portfolio Management
• Option Strategies
• Series 63 Through Lpl Financial
• Asset Allocation
• Mutual Funds
• Retirement Planning
• Securities
• Series 65 Through Lpl Financial
• Estate Planning
• Business Planning
• Investment Advisory
• Annuities
• Series 7 Through Lpl Financial
• Wealth Management
• Etf's
• Investment Strategies
• Alternative Investments
• Retirment Planning