Talbert Edenfield (CRD# 2728646) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has over 27 years of experience in the finance industry. Talbert Edenfield 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# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 4358507
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Investment Group, Inc. | Raleigh, NC | Mar 2018 - Current | 6 |
Capital Investment Advisory Services, LLC | Raleigh, NC | Mar 2018 - Current | 6 |
Edenfield Financial Services | Rincon, GA | Feb 1996 - Current | 28 |
Proequities, Inc. | Rincon, GA | Apr 2012 - Mar 2018 | 5 |
Southeastern Financial Resources | Guyton, GA | Jan 2005 - Mar 2018 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- GA
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Total Assets Under Management1,843MILLIONS
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Total Number of Accounts9,990ACCOUNTS
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Average Account Value$184,482
- 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)
AL, AR, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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