Edward Barone, financial advisor Williamsport PA

Edward Barone

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Edward V. Barone
Phone Number: 570-601-6960
Firm Website: http://www.egwealth.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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