Edwin Parra
Financial advisor at LPL Financial
Edwin Parra has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After a year at Wells Fargo Advisors, Edwin joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Services through LPL Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowLPL Financial LLCCurrent firm
- Apr 2021 – Apr 2022Wells Fargo Clearing Services, LLCPreviously
Contact Edwin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Edwin. Charlotte, NCOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Edwin
How do I contact Edwin?
Call LPL Financial at (704) 733-3300 and ask for Edwin Parra. Edwin works from the Charlotte, NC office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Edwin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.