Edward Cole (CRD# 1045762) is an Investment Advisor Representative working at Cole Financial Advisors, Inc. in Provo, UT and has over 41 years of experience in the finance industry. Edward Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Provo, UT | Mar 2023 - Current | 1 |
| Cole Financial Advisors, Inc. | Provo, UT | Mar 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2008 - Mar 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- AZ
- IA
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, IA, UT
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