Edward AikenCRD Number: 2333177
Current Firm: Woodbury Financial Services, Inc.
Edward Aiken (CRD# 2333177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Wilmington, DE and has over 29 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Next Level Advisory Board||Wilmington, DE||Dec 2002 - Current||19|
|Minnesota Life Ins Co||St Paul, MN||Jul 2002 - Current||20|
|Diamond State Fin Group||Newark, DE||Jul 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management21,345MILLIONS
Total Number of Accounts91,382ACCOUNTS
Average Account Value$233,575
- 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
- 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
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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