Nick EdwardsCRD Number: 4451511
Current Firm: Img Wealth Management, Inc.
Nick Edwards (CRD# 4451511) is an Investment Advisor Representative working at Img Wealth Management, Inc. in Jacksonville, FL and has over 14 years of experience in the finance industry. Nick Edwards 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Img Wealth Mangement, Inc.||Jacksonville, FL||Mar 2017 - Current||1|
|Allen Edwards & Assoc. Dba Pension Management Advisors Group||Jacksonville, FL||Mar 2003 - Current||15|
|Allen Edwards & Associates, Inc.||Jacksonville,, FL||Mar 2003 - Current||15|
|Planmember Securities Corporation/ Investment Management Grou||Carpinteria, CA||Oct 2013 - Mar 2017||3|
|Veritrust Financial, LLC||Austin, TX||Apr 2004 - Oct 2013||9|
|Veritrust Financial, LLC||Austin, TX||Apr 2002 - Oct 2013||11|
|Equity Management Group||Jacksonville, FL||Aug 2008 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management16MILLIONS
Total Number of Accounts172ACCOUNTS
Average Account Value$91,860
- 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
- Educational seminars/workshops
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