Michael Edmondson (CRD# 2552747) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 29 years of experience in the finance industry. Michael Edmondson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Capital And Planning, LLC | Jonesboro, GA | Apr 2022 - Current | 2 |
Edmonstone & Macmillan, LLC | Jonesboro, GA | Jan 2018 - Current | 6 |
Independent Advisor Alliance, LLC | Jonesboro, GA | May 2017 - Current | 7 |
Lpl Financial LLC | Jonesboro, GA | Apr 2017 - Current | 7 |
Wells Fargo Clearing Services, LLC | Morrow, GA | Sep 2007 - May 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1995 |
S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management135MILLIONS
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Total Number of Accounts676ACCOUNTS
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Average Account Value$200,030
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, CA, FL, GA, LA, NC, NE, SC, TX
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