Edwin GreshamCRD Number: 4607796
Current Firm: Raymond James Financial Services Advisors, Inc.
Edwin Gresham (CRD# 4607796) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Raymond James Financial Services Advisors Inc.||Huntersville, NC||Sep 2012 - Current||5|
|Raymond James Financial Services||Huntersville, NC||Aug 2012 - Current||5|
|Wells Fargo Advisors LLC||Charlotte, NC||May 2009 - Aug 2012||3|
|Wachovia Securities, LLC||Charlotte, NC||Oct 2007 - May 2009||1|
|Edward Jones||St Louis, MO||Nov 2002 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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