Edward Wilcox, financial advisor Atanta GA

Edward Wilcox

CRD Number: 4914715
Current Firm: Rollins Financial Advisors, LLC
Compensation Model: Fee Only
Edward Wilcox (CRD# 4914715) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Edward Wilcox 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Rollins Financial Advisors, LLC Atlanta, GA Apr 2021 - Current 2
Rollins Financial Nc. Atlanta, GA Dec 2004 - Apr 2021 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Edward J. Wilcox
By the Numbers
  • Total Assets Under Management
    848
    MILLIONS
  • Total Number of Accounts
    977
    ACCOUNTS
  • Average Account Value
    $868,278
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MS, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, VA

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