Edmund Batchelor, financial advisor Greensboro NC
96 score

Edmund Batchelor

CRD Number: 5291030
Current Firm: Smith, Salley & Associates, LLC

Edmund Batchelor (CRD# 5291030) is an Investment Advisor Representative working at Smith, Salley & Associates, LLC in Greensboro, NC and has over 11 years of experience in the finance industry. Edmund Batchelor 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.

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Professional Designations
Company Name Location Dates Years
Smith Salley And Associates, LLC Greensboro, NC May 2006 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Edmund S. Batchelor
Phone Number: 336-379-7556
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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