Business Description

Welcome to Edwards & Owens Wealth Management online! We are an independent financial firm that has been helping our clients establish and maintain their long-term financial goals for a combined 25 years.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in Edwards & Owens Wealth Management and sincerely look forward to serving you.

General Information

Gender:

Male

CRD#:

3199389

Name of Broker/Dealer:

Commonwealth Financial Network

Name of Custodial Firm:

National Financial Services

States Licensed in:

VA MD DC GA CA NC NY PA WV

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Services

Investment Types:

Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Asset Management Specialist (AAMS®)

Securities Licenses:

Series 66, Series 7, Series 24

Insurance and Annuity Licenses:

Annuity, Long Term Care, Variable Annuity, Disability, Life

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Bruce Edwards, CFP®