Edward Vance, financial advisor Macon GA

Edward Vance

CRD Number: 2983618
Current Firm: Edward Vance Investment Management

Edward Vance (CRD# 2983618) is an Investment Advisor Representative working at Edward Vance Investment Management in Macon, GA and has over 26 years of experience in the finance industry. Edward Vance 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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Professional Designations
Company Name Location Dates Years
Evim Llc Dba Edward Vance Investment Management Macon, GA Jul 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1998
Contact Info for Edward J. Vance
Phone Number: 478-974-4700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $268,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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