| Advisor Profile |
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| Name: |
Advisory Team |
| Phone Number: |
(407) 278-4296 |
| Website: |
Visit Website
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Business Description |
Edwards Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and attention.Edwards Financial Services was designed around one philosophy, true relationship building. As a real independent firm we have the ability to provide the level of service and product many of our large captive firms do, but maintain a truly objective approach to our advice and recommendations.
How? Well instead of working solely with one company we work with many of the top Insurance and Financial service corporations. This allows our firm to look at all options whether it is considering liability needs or recommendations on how to invest. We work for you. |
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General Information |
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| States Licensed in: |
Fl, GA, UT, MO, CA, CO, NJ, NY
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
10
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| I work with the following types of clients: |
Investment Clubs, Individual Investors, Businesses
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Services |
| Investment Types: |
Alternative Investments, Bonds, Mutual Funds, Insurance, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Consultant (RFC)
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| Securities Licenses: |
Series 63, Series 6, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Annuity, Health
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| Financial Organization Memberships: |
Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
1000
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| Firm's Number of Planning Clients: |
300
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| Firm's Number of Managed Clients: |
150
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
50,000.00
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| Compensation Methods: |
Commissions, Based on Assets
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| Prepared By: |
Advisory Team |
Frequently Asked Questions |
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What is your approach to financial planning? |
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Our firm is made up of licensed financial service professionals that continue to enhance their knowledge on the ever changing scene of insurance and investment concepts. This provides you with the best of both worlds’ Big Firm services with Small Town attention. |
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What services do you offer? |
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Educational IRA
Brokerage Accounts
Variable Annuities
Roth IRA
SEP IRA
Simple IRA
Traditional IRA
College Plans
Money Purchasing Plans
Profit Sharing Plans
Small Business Development
401 (k) Planning
403 (b) Planning
Retirement Plans
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How are you compensated? How will I pay for your services? |
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We have both fee based and commission based platforms |
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