Edward Guidry, financial advisor Charleston SC
100 score

Edward Guidry

CRD Number: 6115213
Current Firm: Edward Jones
Compensation Model: Fee Only

Edward Guidry (CRD# 6115213) is an Investment Advisor Representative working at Kingsview Asset Management in Charleston, SC.

 

  Originally from New Orleans, Louisiana, Eddie Guidry began learning the discipline and organization that would become the foundation of his investing philosophy when he joined the Army at the age of 17. Eddie proudly served as an engineer before he was honorably discharged after 8 years of service. After his time in the army he then went back to school to study finance at NVCC.

After graduation Eddie spent eight years in banking working as a wholesale mortgage advisor at Monarch Bank and five years in private real estate management at Cross Real Estate Services. He began working in private asset management after moving to Charleston in 2010. In 2012 Eddie decided to put his experience in financial services to work for investors when he opened his office with Edward Jones Investments where he was ranked in the top 5% of financial advisors for client service in the SC/GA region.

Today, Eddie manages his own independent financial planning and investment management practice through Kingsview Asset Management.

When he isn’t at the office helping his clients with advanced tax and wealth strategies, Eddie enjoys spending his free time with his wife Jen and three sons (Austin the Surfer, Joey the Boy Scout and Cayden the Warrior). He is also proud to devote time to the Boy Scouts of America and Murray-Lasaine Elementary where he serves on the PTO board. Eddie and Jen are also parishioners at Nativity Catholic Church.

CONTACT
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Company Name Location Dates Years
Kingsview Asset Management, LLC Chicago, IL Apr 2016 - Current < 1
Edward Jones St Louis, MO Sep 2012 - Apr 2016 3
Intermark Mgmt Columbia, SC Sep 2011 - Jul 2012 < 1
Lane Management Atlanta, GA Jul 2011 - Sep 2011 < 1
Clark Realty Management Bethesda, MD May 2010 - May 2011 1
Cj Cross Res Mclean, VA Jan 2006 - Aug 2010 4
Monarch Bank Rockville, MD Feb 2008 - Oct 2009 1
Resource Bank Rockville, MD Mar 2001 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
S7 General Securities Representative Examination (GS) Feb 2013
Contact Info for Edward J. Guidry
Phone Number: (843) 872-9005
Registered State(s):
  • SC
  • LA
  • VA
  • ME
  • MD
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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