Edward MahaffyCRD Number: 1259126
Current Firm: Clientfirst Wealth Management
Edward Mahaffy (CRD# 1259126) is an Investment Advisor Representative working at Clientfirst Wealth Management in Little Rock, AR and has over 33 years of experience in the finance industry. Edward Mahaffy 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.
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|Clientfirst Wealth Management||Little Rock, AR||Apr 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Mar 1995|
Total Assets Under Management157MILLIONS
Total Number of Accounts58ACCOUNTS
Average Account Value$2,706,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses