Gary Edwards, financial advisor La Puente CA
88 score

Gary Edwards

CRD Number: 6413498
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gary Edwards (CRD# 6413498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Puente, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Covina, CA May 2016 - Current < 1
Bank Of America, N.a. West Covina, CA May 2016 - Current < 1
Ameriprise Financial Services Inc. Long Beach, CA Oct 2014 - Apr 2016 1
H&r Block Lake Forest, CA Oct 2013 - Apr 2016 2
Prudential Insurance Company Of America Irvine, CA Aug 2014 - Nov 2014 < 1
Jp Morgan Chase Irvine, CA Sep 2008 - Sep 2013 5
Washington Mutual Las Vegas, NV Sep 2006 - Aug 2008 1
Secured Funding Costa Mesa, CA May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Gary J. Edwards
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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