Edward Carpenter, financial advisor Tucson AZ

Edward Carpenter

CRD Number: 2172969
Current Firm: Union Capital Company

Edward Carpenter (CRD# 2172969) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 32 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Colonial Life Insurance Company Lake Placid, FL Mar 2023 - Current 1
Truck Movers Lake Placid, FL Feb 2023 - Current 1
Humana Lake Placid, FL May 2020 - Current 3
Union Capital Company Tucson, AZ Apr 2017 - Current 6
Total Benefit Communications Atlanta, GA Jun 2016 - Current 7
Prounlimited/cigna Philadelphia, PA Jun 2016 - May 2020 3
Uber Technologies San Francisco, CA Jun 2016 - May 2020 3
Lyft, Inc. San Francisco, CA Jun 2016 - May 2020 3
Farmers Financial Solutions Tucson, AZ Mar 2017 - Apr 2017 < 1
Farmers Insurance Tucson, AZ Feb 2017 - Apr 2017 < 1
Blue Bloodhound Hickory, NC Jul 2016 - Apr 2017 < 1
Total Transit, Inc. San Diego, CA Jun 2016 - Apr 2017 < 1
Bbva Wealth Solutions Inc. Tucson, AZ Dec 2015 - Jun 2016 < 1
Compass Bank Birmingham, AL Apr 2015 - Jun 2016 1
Bbva Securities Inc. Tucson, AZ Apr 2015 - Jun 2016 1
Bbva Compass Insurance Agency, Inc. Austin, TX Apr 2015 - Jun 2016 1
Bbva Compass Birmingham, AL Apr 2015 - Jun 2016 1
Total Benefit Communications Atlanta, GA Aug 2013 - May 2015 1
Medix/cigna Scottsdale, AZ Apr 2013 - May 2015 2
Cr England Salt Lake City, UT Apr 2012 - May 2015 3
Aflac, Inc. Columbus, GA Nov 2013 - Apr 2015 1
Total Benefit Communications Atlanta, GA Aug 2013 - Apr 2015 1
Cigna/ Medix Scottsdale, AZ May 2013 - Apr 2015 1
Cr England Salt Lake City, UT Apr 2012 - Apr 2015 3
Parsonex Securities Denver, CO Jun 2014 - Jan 2015 < 1
Parsonex Securities, Inc.. Englewood, CO May 2014 - Dec 2014 < 1
Aflac Columbus, GA Nov 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Dec 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edward T. Carpenter
Phone Number: 520-664-2001
Registered State(s):
  • AZ
  • NM
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $254,545
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, MN, NE, NM, NV, OH, TN, TX, WA

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