Edward Macphee
Founder | Financial Advisor at Secure Horizon Financial Planning | San Diego, California, United States
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Founder | Financial Advisor at Secure Horizon Financial Planning in January 2024 to Present
Senior Consultant at FP Transitions in October 2022 to January 2024
Vice President Practice Management Consultant at LPL Financial in October 2020 to October 2022
Vice President Strategic Relationship Manager at LPL Financial in January 2014 to October 2020
Advisory Consultant at LPL Financial in January 2012 to December 2013
Team Lead, Brokerage Consultant at LPL Financial in January 2010 to December 2011
Service Center Specialist at LPL Financial in October 2007 to December 2009
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Boston University, Master of Science (MS), January 2012 to January 2014
San Diego State University-California State University, Bachelor's degree, January 2002 to January 2007
San Diego State University, Business, January 2008 to January 2009
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Certified Financial Planner
Independent Financial Advice
Insurance
Customer Service Representatives
New Account Management
Annuity Sales
Investment Management
Tax
Territory Management
Public Speaking
Business Development
Succession Planning
Business Consulting
Practice Management
Mergers & Acquisitions (M&A)
Portfolio Management
Alternative Investments
Securities
Investments
Series 7
Series 66
Uniform Combined State Law
Financial Advisory
Mutual Funds
Investment Advisory
Series 63
Asset Allocation
Finance
FINRA
Wealth Management
Retirement Planning
Investment Strategies
Series 24
Fixed Annuities
ETFs
Retirement
401k
Strategic Financial Planning
Financial Planning
Financial Services
Estate Planning
Consultative Sales Management
Cross-functional Collaborations
Business Relationship Building
Business Relationship Management
Asset Management
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What is Edward Macphee email address?
Email Edward Macphee at [email protected]. This email is the most updated Edward Macphee's email found in 2026.
How to contact Edward Macphee?
To contact Edward Macphee send an email to [email protected].
What company does Edward Macphee work for?
Edward Macphee works for Secure Horizon Financial Planning
What is Edward Macphee's role at Secure Horizon Financial Planning?
Edward Macphee is Founder | Financial Advisor
What is Edward Macphee's Phone Number?
Edward Macphee's phone (213) ***-*365
Edward Macphee Email Addresses
Edward Macphee Phone Numbers
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