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Dan Edwards, financial advisor Saint Petersburg FL

Dan Edwards

CRD Number: 2524892
Current Firm: Prism Fund Solutions, Inc.

Dan Edwards (CRD# 2524892) is an Investment Advisor Representative working at Prism Fund Solutions, Inc. in Saint Petersburg, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Prism Fund Solutions, Inc. St. Petersburg, FL Apr 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Dan G. Edwards
,
Phone Number: 727-580-6006
Firm Website: http://www.prismfundsolutions.com
Registered State(s):
  • FL
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Current Firm Details
Prism Fund Solutions, Inc.
Firm's CRD Number: 124651
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $1,148,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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