John Edmonds (CRD# 5365762) is an Investment Advisor Representative working at Lightsquare Wealth Management, LLC in Bingham Farms, MI and has over 16 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lightsquare Wealth Management, LLC | Bingham Farms, MI | Jun 2023 - Current | < 1 |
| Raymond James & Associates Inc. | Bloomfield Hills, MI | Feb 2018 - Jun 2023 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills, MI | Sep 2009 - Feb 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- MI
- TX
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts227ACCOUNTS
-
Average Account Value$496,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
MI, NC, NH, TX
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