Edward Longstrom (CRD# 7698798) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Greer, SC and has over 2 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inorbit Consulting Corp. | Greer, SC | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NY
- SC
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts355ACCOUNTS
-
Average Account Value$273,755
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
FL, NC, NY, PA, SC, TX
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