Edgar GuthrieCRD Number: 232368
Current Firm: Raymond James & Associates, Inc.
Edgar Guthrie (CRD# 232368) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, ME and has over 41 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Charter Oak Capital Management
|Raymond James & Associates, Inc.||Portland, ME||Jun 2013 - Current||9|
|Csh 123 LLC||Scarborough, ME||Jan 2017 - Jan 2019||2|
|Morgan Stanley||Portland, ME||Jun 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1980|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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