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.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
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 |
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- AZ
- NM
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Total Assets Under Management140MILLIONS
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Total Number of Accounts550ACCOUNTS
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Average Account Value$254,545
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, ID, IL, IN, MN, NE, NM, NV, OH, TN, TX, WA
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