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Steven Edwards Email & Phone Number

Financial Planner at LPL Financial at LPL Financial

Location: Newport Beach, California, United States 3 work roles

2 work emails found @lpl.com 4 phones found area 714, 866, and 631 LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

LPL Financial

Role

Financial Planner at LPL Financial

Location

Newport Beach, California, United States

Company size

7900 employees

Who is Steven Edwards? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steven Edwards is listed as Financial Planner at LPL Financial at LPL Financial, a company with 7900 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 714, 866, 631, and a matched LinkedIn profile for Steven Edwards.

Steven Edwards previously worked as LPL Financial Planner at Oakstone Wealth Management and Senior Vice President at Pfs Investments.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Steven Edwards's masked contact details.

{first}.{last}@lpl.com

92% confidence

AeroLeads found 2 current-domain work email signals for Steven Edwards. Compare company email patterns before reaching out.

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Profile bio

About Steven Edwards

Steven Edwards has over 22 years of Financial Services Experience. Mr. Edwards prides himself on devoting his time and energy to understanding his clients individual financial goals and objectives. Mr. Edwards works with LPL Financial to provide his clients access to thousands of securities and works closely with the nation’s leading providers of investments and insurance products. His practice focuses on advising individuals and small business owners in the planning and implementation of wealth management strategies, retirement planning and estate conservation.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section below.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Oakstone Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.www.oakstonewealth.com

Listed skills include Long Term Care Advisor, Retirement Plan Specialist, Investment Consultant, Finra, and 7 others.

Current workplace

Steven Edwards's current company

Company context helps verify the profile and gives searchers a useful next step.

Lpl Financial

Financial Planner at LPL Financial

san diego, california, united states

Website

lpl.com

Employees

7900

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Company profile

View company profile Email format

3 roles · 18 years

Steven Edwards work experience

A career timeline built from the work history available for this profile.

Financial Planner At Lpl Financial

Current

Lpl Financial

1500 Quail St, Suite 470 Newport Beach CA 92660

2008 - Present ~18 yrs 4 mos

Lpl Financial Planner

Oakstone Wealth Management

Newport Beach, CA

Practice focuses on advising individuals and small business owners in the planning and implementation of wealth management strategies, retirement planning and estate conservation.

Senior Vice President

Pfs Investments

950 East Katella Ave. #7 Orange Ca. 92867

Designated Principal and Investment Professional for 25 Securities Licensed Representatives.

Jun 1994 - May 2007

Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

JV

Jack Varcados Colleague at Lpl FinancialHouston, Texas, United States, United States View → KC

Karen Campos Colleague at Lpl FinancialYork, South Carolina, United States, United States View → GL

Greg Lay Colleague at Lpl FinancialGastonia, North Carolina, United States, United States View → JN

Jessica Nugent Colleague at Lpl FinancialCharlotte Metro, United States View → KS

Kendal Skuce Sharp Colleague at Lpl FinancialCoronado, California, United States, United States View → JP

Jacob Pape Colleague at Lpl FinancialPrairie Du Sac, Wisconsin, United States, United States View → MH

Michael Hadlock Colleague at Lpl FinancialBristol, Connecticut, United States, United States View → TH

Tessa Holley Colleague at Lpl FinancialLake Mary, Florida, United States, United States View → BH

Barbara Hill Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → SM

Stephen Magana Colleague at Lpl FinancialStreamwood, Illinois, United States, United States View →

FAQ

Frequently asked questions about Steven Edwards

Quick answers generated from the profile data available on this page.

What company does Steven Edwards work for?

Steven Edwards works for LPL Financial.

What is Steven Edwards's role at LPL Financial?

Steven Edwards is listed as Financial Planner at LPL Financial at LPL Financial.

What is Steven Edwards's email address?

AeroLeads has found 2 work email signals at @lpl.com for Steven Edwards at LPL Financial.

What is Steven Edwards's phone number?

AeroLeads has found 4 phone signal(s) with area code 714, 866, 631 for Steven Edwards at LPL Financial.

Where is Steven Edwards based?

Steven Edwards is based in Newport Beach, California, United States while working with LPL Financial.

What companies has Steven Edwards worked for?

Steven Edwards has worked for Lpl Financial, Oakstone Wealth Management, and Pfs Investments.

Who are Steven Edwards's colleagues at LPL Financial?

Steven Edwards's colleagues at LPL Financial include Jack Varcados, Karen Campos, Greg Lay, Jessica Nugent, and Kendal Skuce Sharp.

How can I contact Steven Edwards?

You can use AeroLeads to view verified contact signals for Steven Edwards at LPL Financial, including work email, phone, and LinkedIn data when available.

What skills is Steven Edwards known for?

Steven Edwards is listed with skills including Long Term Care Advisor, Retirement Plan Specialist, Investment Consultant, Finra, Securities, Retirement Planning, Iras, and Investments.

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