Edwin R. Cummer, LLC

Edwin R. Cummer, LLC (CRD# 155581) is a financial advisory firm headquartered in Boone, NC. They manage $53,316,537 in 110 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $484,696
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, TX

Financial Advisors at Edwin R. Cummer, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wendy L. Roddy
CRD#: 5586211
Boone, NC
96
Wealthminder
score

Wendy Roddy (CRD# 5586211) is an Investment Advisor Representative working at Edwin R. Cummer, LLC in Boone, NC and has over 9 years of experience in the finance industry. Wendy Roddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edwin R. Cummer
CRD#: 3190438
Boone, NC
86
Wealthminder
score

Edwin Cummer (CRD# 3190438) is an Investment Advisor Representative working at Edwin R. Cummer, LLC in Boone, NC and has over 19 years of experience in the finance industry. Edwin Cummer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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