Edward BaroneCRD Number: 4270044
Current Firm: Evergreen Wealth Solutions, LLC
Edward Barone (CRD# 4270044) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 21 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Cetera Advisor Networks LLC
Cambridge Investment Research Advisors, Inc.
|Evergreen Wealth Solutions, LLC||Williamsport, PA||Jan 2019 - Current||3|
|Commonwealth Financial Network||Waltham, MA||Oct 2018 - Jan 2019||< 1|
|M&t Securities||Williamsport, PA||Jun 2010 - Oct 2018||8|
|Wilmington Trust, N.a.||Williamsport, PA||Jun 2010 - Oct 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management338MILLIONS
Total Number of Accounts1,582ACCOUNTS
Average Account Value$213,805
- 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
- Selection of other advisers (including private fund managers)
FL, NC, NY, OH, PA, TX
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