Brandon Edwards, financial advisor Mount Juliet TN
93 score

Brandon Edwards

CRD Number: 4532471
Current Firm: Private Advisor Group, LLC

Brandon Edwards (CRD# 4532471) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mount Juliet, TN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Mt. Juliet, TN Mar 2016 - Current < 1
Private Advisor Group, LLC Morristown, NJ Mar 2016 - Current < 1
Starfish Infertility Foundation Old Hickory, TN Jun 2015 - Current 1
Brandywine Pointe Dock Association, Inc. Old Hickory, TN Oct 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Old Hickory, TN Aug 2002 - Mar 2016 13
Waddell & Reed, Inc. Mount Juliet, TN May 2002 - Mar 2016 13
Out Of The Darkness New York, NY Oct 2010 - Feb 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Brandon R. Edwards
Phone Number: 973-538-7010
Registered State(s):
  • LA
  • TN
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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