Edward BanksCRD Number: 4786344
Current Firm: Securities America Advisors, Inc.
Edward Banks (CRD# 4786344) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stratford, CT and has over 18 years of experience in the finance industry.
Springboard Asset Management LLC
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
|Securities America Advisors||Stratford, CT||Oct 2017 - Current||5|
|Securities America Inc.||Stratford, CT||Oct 2017 - Current||5|
|National Planning Corporation||Santa Monica, CA||Sep 2010 - Oct 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management38,164MILLIONS
Total Number of Accounts200,228ACCOUNTS
Average Account Value$190,602
- 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)
- Educational seminars/workshops
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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