Edward Haus (CRD# 7474530) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rolling Hills, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets, LLC | Palos Verdes, CA | Jun 2022 - Current | 1 |
J.p. Morgan Securities LLC | Rancho Palos Verdes, CA | Nov 2021 - Jun 2022 | < 1 |
Jpmorgan Chase Bank, N.a. | Rancho Palos Verdes, CA | Nov 2021 - Jun 2022 | < 1 |
Capstone Partners | Los Angeles, CA | May 2021 - Oct 2021 | < 1 |
Unemployed | Rancho Palos Verdes, CA | Oct 2020 - Apr 2021 | < 1 |
Joliet Slammers | Joliet, IL | Jul 2020 - Sep 2020 | < 1 |
Unemployed | Rancho Palos Verdes, CA | May 2020 - Jun 2020 | < 1 |
Scanstrong LLC | Walnut Creek, CA | Jun 2019 - Apr 2020 | < 1 |
Unemployed | Rancho Palos Verdes, CA | Nov 2011 - May 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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