Edward Cole (CRD# 7466645) is an Investment Advisor Representative working at Cross Border Financial Planning Usa LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cross Border Financial Planning Usa LLC | Philadelphia, PA | Apr 2022 - Current | 1 |
| Cross Border Financial Planning | Chippenham, | Jun 2016 - Aug 2022 | 6 |
| Cross Border Financial Planning Usa LLC | Philadelphia, PA | Apr 2022 - Jun 2022 | < 1 |
| Afh Wealth Mnanagement | Bromsgrove, | May 2015 - Jun 2016 | 1 |
| Afh Wealth Mnanagement | Bromsgrove, | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CA
- NY
- PA
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$303,390
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.