Edward HurleyCRD Number: 4539326
Current Firm: Advice And Planning Services
Edward Hurley (CRD# 4539326) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa||Charlotte, NC||Mar 2013 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Apr 2002 - Current||15|
|Tiaa||Charlotte, NC||Apr 2002 - Mar 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2005|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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