EM
CFP
EM
CFP

Edward Joseph Macphee

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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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.

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Other Business Activities

Edward owns and manages two vacation rental properties in San Diego since 2021 and 2023, respectively. He dedicates minimal time to these activities.

Employment History
Current Registrations
Secure Investment Management, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Canter Wealth
February 2024 - September 2024 · 7 mos
LPL Financial LLC
May 2010 - September 2022 · 12 yrs 4 mos
LPL Financial LLCBroker
April 2009 - September 2022 · 13 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.