Advisor at Benjamin F. Edwards & Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Benjamin F. Edwards & Company, Inc.
Location
Rome, GA 30165
Credentials
Series 63, Series 65
Industry experience
25 years
Flat fees for specific services or financial plans possible; specific amounts not clearly stated
Wrap fee based on the value of assets under management, specific percentages not clearly stated
Brokerage accounts pay separate commissions per transaction; specific amounts not clearly stated
Hourly charges reported in SEC Part 1; specific rates not clearly stated in brochure
Fee-only: Financial planning fees may be negotiated separately; specific amounts not clearly stated
Benjamin F Edwards & Co
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, PFS™
Rome, GA
Horizon Advisors, LLC
Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.
CFP®, Series 66
Rome, GA
Edward Jones
Series 66
Rome, GA
Merrill
Joshua Cabada is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Joshua provides guidance on a broad range of services including general investing, retirement planning, and preparing for unexpected financial needs. He also offers access to Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. With a focus on relationship-building, Joshua takes the time to learn what matters most to clients and tailors his advice accordingly, maintaining ongoing communication to support evolving financial needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua earned a Bachelor’s Degree from Kennesaw State University and communicates with clients in both English and Spanish.
Series 66
Rome, GA
Edward Jones
Series 66
Rome, GA
Edward Jones
Series 63
Rome, GA
Merrill
Christopher Cromer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on managing clients' wealth by developing personalized financial strategies that align with their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive wealth management services. Christopher's professional expertise centers on guiding individuals and families to achieve their financial objectives. He values learning about people's stories and prioritizes being of service to his clients and community. He maintains a commitment to community involvement, actively participating in volunteer activities within the communities Merrill serves. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his High School Diploma from Cedartown. Outside of work, he enjoys golfing and spending time with his wife and four children.
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