Edward Isaac, financial advisor South Ozone Park NY

Edward Isaac

CRD Number: 3176868
Current Firm: Primerica Advisors

Edward Isaac (CRD# 3176868) is an Investment Advisor Representative working at Primerica Advisors in South Ozone Park, NY and has over 24 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Medgar Evers College Cuny Brooklyn, NY Sep 1999 - Current 24
Pfs Investments Inc. South Ozone Park, NY Dec 1998 - Current 25
Primerica Financial Services South Ozone Park, NY Oct 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Edward M. Isaac
Phone Number: 833-786-0550
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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