Burl Edwards, financial advisor Montgomery AL
93 score

Burl Edwards

CRD Number: 1186886
Current Firm: Eagle Strategies LLC

Burl Edwards (CRD# 1186886) is an Investment Advisor Representative working at Eagle Strategies LLC in Montgomery, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthmark Financial Solutions, LLC Montgomery, AL Jun 2007 - Current 9
Nylife Securities Inc. Montgomery, AL Oct 1983 - Current 33
New York Life Charlotte, NC Dec 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Burl A. Edwards
Phone Number: (888) 695-3245
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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