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Edward D
CFP®, Series 63, Series 65
Lake Placid, NY
Private Advisor Group, LLC
Edward Dempsey Jr. is a financial advisor with Private Advisor Group, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including over 20 years with LPL Financial, LLC and 13 years with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and investment strategies, often implementing advice through third-party managers.
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