David Edwards (CRD# 1037204) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Altoona, PA and has over 41 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Altoonna, PA | Jan 2017 - Current | 7 |
| David M Edwards & Associates Financial Services Inc. | Hershey, PA | May 2011 - Current | 12 |
| Hancock Capital Management, Inc. | Altoona, PA | Apr 2006 - Current | 18 |
| Self-employed Broker | Hershey, PA | Jun 1995 - Current | 28 |
| Princor Financial Services Corporation | Hershey, PA | Jul 1995 - Dec 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1982 |
- PA
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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