Edward SoulsbyCRD Number: 5287787
Current Firm: Cssc Investment Advisory Services, Inc.
Edward Soulsby (CRD# 5287787) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Winter Garden, FL and has over 10 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Trotter & Soulsby, P.a.||The Villages, FL||Aug 2014 - Current||2|
|Cssc Brokerage Services, Inc.||Winter Park, FL||Feb 2007 - Current||10|
|Cssc Investment Advisory Services||Winter Park, FL||Feb 2007 - Current||10|
|Kenneth B. Wheeler||Winter Park, FL||Dec 1998 - Aug 2014||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management306MILLIONS
Total Number of Accounts820ACCOUNTS
Average Account Value$373,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV