Eric EdwardsCRD Number: 6166096
Current Firm: Cape Investment Advisory, Inc.
Eric Edwards (CRD# 6166096) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 9 years of experience in the finance industry.
Zwj Investment Counsel Inc.
Invesco Advisers, Inc.
|Cape Securities, Inc.||Mcdonough, GA||Feb 2020 - Current||2|
|N/a||Owings Mills, MD||Oct 2019 - Feb 2020||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2018 - Oct 2019||1|
|Cuna Mutual Group||Waverly, IA||Jan 2018 - Oct 2019||1|
|Manufacturers & Traders Trust Company ("m&t Bank")||Owings Mills, MD||Jan 2016 - Jan 2018||2|
|M&t Securities, Inc.||Painters Mill, MD||Jan 2016 - Jan 2018||2|
|Carchex||Hunt Valley, MD||Oct 2015 - Jan 2016||< 1|
|N/a||Owings Mills, MD||Sep 2015 - Oct 2015||< 1|
|T. Rowe Price||Owings Mills, MD||Feb 2013 - Sep 2015||2|
|Bank Of America||Hunt Valley, MD||Oct 2007 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management284MILLIONS
Total Number of Accounts913ACCOUNTS
Average Account Value$310,779
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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