EM
EM

Edward Fouad Musleh

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

Get directions

History

Regulatory 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 ActivitiesSells Insurance

Edward is a registered investment advisor representative with Charter Advisory Corporation since 2012, dedicating about 20% of his time. He also works with Musleh Financial Group, focusing on non-variable insurance and DBA for LPL business, spending a full-time equivalent on these activities.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Charter Advisory Corporation
February 2012 - Present · 14 yrs
LPL Financial LLC
September 2009 - Present · 16 yrs 5 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
LPL Financial LLC
April 2014 - January 2016 · 1 yr 9 mos
LPL Financial LLC
February 2012 - May 2012 · 3 mos
Mutual Service CorporationBroker
November 1994 - September 2009 · 14 yrs 10 mos
State Registrations28 states
AKAZCACOFLGAIDILINKYLAMIMNMSNCNMNYOHOKORPASCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.