William Eden (CRD# 1041630) is an Investment Advisor Representative working at Trifound Advisory LLC in Fort Smith, AR and has over 23 years of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 5775014
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management LLC | Topeka, KS | Aug 2016 - Current | 7 |
| Eden Financial Group, Inc. | Fort Smith, AR | Sep 1983 - Current | 40 |
| Trifound Advisory LLC | Fort Smith, AR | Feb 2021 - Mar 2021 | < 1 |
| Trifound Financial LLC | Fort Smith, AR | Jan 2017 - Mar 2021 | 4 |
| Brookstone Capital Management | Wheaton, IL | Apr 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- AR
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,449ACCOUNTS
-
Average Account Value$71,066
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, FL, GA, IL, IN, MI, NJ, PA, TN, TX, WA
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