Edward Witherspoon, financial advisor Towson MD

Edward Witherspoon

CRD Number: 2635052
Current Firm: Cetera Investment Advisers LLC

Edward Witherspoon (CRD# 2635052) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Towson, MD and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Holistic Private Wealth Bel Air, MD Dec 2014 - Current 5
Cetera Investment Advisers LLC Schaumburg, IL Oct 2012 - Current 7
Cetera Financial Specialists LLC Schaumburg, IL Oct 2012 - Current 7
Holistic Wealth Advisors, LLC Clifton Park, NY May 2010 - Current 9
Genworth Financial Securities Corporation Schaumburg, IL Jan 2004 - Oct 2012 8
Genworth Financial Advisers Corporation Schaumburg, IL Sep 2002 - Oct 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Edward C. Witherspoon
Phone Number: 888-528-2987
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    10,324
    MILLIONS
  • Total Number of Accounts
    54,906
    ACCOUNTS
  • Average Account Value
    $188,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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