Bryan EdwardsCRD Number: 3181387
Current Firm: First Citizens Investor Services, Inc.
Bryan Edwards (CRD# 3181387) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|First Citizens Investor Services||Raleigh, NC||Nov 2010 - Current||6|
|First Citizens Bank||Charlotte, NC||Sep 2010 - Current||6|
|Wells Fargo Bank||Charlotte, NC||Jan 2008 - Sep 2010||2|
|Self-employed||Huntersville, NC||Sep 2006 - Jan 2008||1|
|Evergreen Investment Services, Inc.||Charlotte, NC||Feb 2000 - Sep 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV