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
St. Louis, MO 63105
Credentials
Series 66
Industry experience
21 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., Inc.
2021 - Present (5 years)
WElls Fargo Clearing Services, LLC
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Dalton, GA
Edward Jones
Series 63, Series 65
Dalton, GA
Steward Partners Investment Advisory, LLC
CFP®, Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
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