Edward Monaghan (CRD# 2890309) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilson, NC and has over 26 years of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monaghan Wealth Management | Wilson, NC | Apr 2017 - Current | 7 |
| Capital Investment Group, Inc. | Raleigh, NC | Apr 2017 - Current | 7 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Apr 2017 - Current | 7 |
| Wells Fargo Clearing Services, LLC | Wilson, NC | Nov 2016 - Apr 2017 | < 1 |
| Wells Fargo Advisors LLC | Wilson, NC | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
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- NC
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Total Assets Under Management1,965MILLIONS
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Total Number of Accounts8,913ACCOUNTS
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Average Account Value$220,474
- A percentage of assets under your management
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