Edward DudleyCRD Number: 1855258
Current Firm: Sem Wealth Management
Edward Dudley (CRD# 1855258) is an Investment Advisor Representative working at Sem Wealth Management in New Kent, VA and has over 25 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Davenport & Company LLC
Agincourt Capital Management, LLC
|Sem Wealth Management||New Kent, VA||Nov 2021 - Current||2|
|Charter Communications||Morrisville, NC||Nov 2019 - Current||4|
|L2p Financial Partners||Durham, NC||Mar 2018 - Nov 2021||3|
|Sb Financial Group||Morrisville, NC||Mar 2017 - Sep 2018||1|
|Unemployed||Durham, NC||Jan 2016 - Mar 2017||1|
|Primerica Financial Services||Duluth, GA||Apr 2015 - Jan 2016||< 1|
|Unemployed||Suwanee, GA||Apr 2014 - Apr 2015||1|
|Fsc Securities Corporation||Atlanta, GA||Jul 2013 - Apr 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management818MILLIONS
Total Number of Accounts2,643ACCOUNTS
Average Account Value$309,449
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
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