Sean EdwardsCRD Number: 5960579
Current Firm: Hamilton Capital Management Inc.
Sean Edwards (CRD# 5960579) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 5 years of experience in the finance industry. Sean Edwards 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Hamilton Capital Management Inc.||Columbus, OH||May 2015 - Current||1|
|Hamilton Capital Management Inc.||Columbus, OH||Oct 2013 - May 2015||1|
|Northwestern Mutual Investment Services LLC||Columbus, OH||Mar 2013 - Sep 2013||< 1|
|Northwestern Mutual Investment Services, LLC||Columbus, OH||Aug 2011 - Sep 2013||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2011 - Sep 2013||2|
|Unemployed||Columbus, OH||Jul 2011 - Jul 2011||< 1|
|Edwards Steel||Columbus, OH||May 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management1,545MILLIONS
Total Number of Accounts4,605ACCOUNTS
Average Account Value$335,545
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NJ, NY, OH, PA, TN, TX, VA, WA