Edward Cheatham (CRD# 6016615) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 12 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners, Llc. (captrust) | Raleigh, NC | May 2020 - Current | 3 |
| Lakeside Wealth Management Group, LLC | Chesterton, IN | Mar 2019 - May 2020 | 1 |
| Rcm Wealth Advisors | Chicago, IL | Mar 2016 - Mar 2019 | 3 |
| Wunderlich Securities, Inc. | Memphis, TN | Jan 2015 - Feb 2016 | 1 |
| Heritage Wealth Management, LLC | Palatine, IL | Jan 2015 - Feb 2016 | 1 |
| Principal Life Ins Co | Downers Grove, IL | Jan 2012 - Dec 2014 | 2 |
| Princor Financial Services Corp | Downers Grove, IL | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- IL
- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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