Eric Edwards (CRD# 5735231) is an Investment Advisor Representative working at Avantax Advisory Services in East Hampton, CT and has over 13 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Insurance Agency, LLC | East Hampton, CT | Apr 2018 - Current | 6 |
Avantax Advisory Services | East Hampton, CT | Sep 2015 - Current | 8 |
Eric Edwards | East Hampton, CT | Aug 2012 - Current | 11 |
Avantax Investment Services, Inc. | East Hampton, CT | Nov 2009 - Current | 14 |
Edwards Financial Services | East Hampton, CT | Jan 2005 - Current | 19 |
H & R Block | East Hampton, CT | Jul 2014 - Apr 2019 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2010 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CT
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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