Brian EdwardsCRD Number: 6109073
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Brian Edwards (CRD# 6109073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Mark I Asset Management, Ltd
Argent Institutional Services, LLC
|Bank Of America, N.a.||Oklahoma City, OK||Sep 2017 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Oklahoma City, OK||Sep 2017 - Current||< 1|
|Bank Of The West||Oklahoma City, OK||Feb 2017 - Current||1|
|Bancwest Investment Services, Inc.||Oklahoma City, OK||Feb 2017 - Sep 2017||< 1|
|Bank Of America N.a.||Lawton, OK||Dec 2014 - Feb 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lawton, OK||Jul 2013 - Feb 2017||3|
|Edward Jones||St Louis, MO||Oct 2012 - Jul 2013||< 1|
|Olive Garden||Oklahoma City, OK||May 2011 - Jul 2013||2|
|Knutson Irrigation||Oklahoma City, OK||May 2012 - Aug 2012||< 1|
|Homeco Construction||Oklahoma City, OK||May 2011 - Aug 2011||< 1|
|Bricktown Brewery||Oklahoma City, OK||Aug 2009 - May 2011||1|
|Vision Source||Hugo, OK||Aug 2004 - Apr 2011||6|
|Farmers Touch Landscaping||Oklahoma City, OK||May 2010 - Aug 2010||< 1|
|Academy Of Contemporary Music||Oklahoma City, OK||Aug 2009 - Nov 2009||< 1|
|Phi Mu Sorority||Stillwater, OK||Aug 2008 - May 2009||< 1|
|Osu Foundation||Stillwater, OK||May 2008 - May 2009||1|
|Osu Construction||Stillwater, OK||May 2008 - Aug 2008||< 1|
|Oklahoma State University||Stillwater, OK||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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