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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
EG

Edward G Naylor

Connecticut·CRD #4437549
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Edward G Rakosky

California·CRD #5645469
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Edward G. Schroeder

Illinois·CRD #4511135
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Edward Guo-Chang Liu

California·CRD #6922521
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Edward Guy Leeper

California·CRD #6059764
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL, LLC

Experience
14 yrs
States
3
Exams
1
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
EH

Edward Harold Abitanta

New York·CRD #1358227
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Edward H Cole Jr

Ohio·CRD #2174761
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
3
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EH

Edward H Durkin Jr

Florida·CRD #5024783
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EH

Edward Heath Benway

Florida·CRD #2224897
Dual-registered

Dual-registered at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Experience
34 yrs
States
3
Exams
7
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
EH

Edward Heath Goodson

Alabama·CRD #4781764
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
EH

Edward Henry Urquidi

Florida·CRD #2172307
Dual-registered

Dual-registered at FUTURA ASSET ADVISORS LLC

Experience
34 yrs
States
1
Exams
7
Since
1992
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
EH

Edward Herbert Luecke

Connecticut·CRD #3034568
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
28 yrs
States
7
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Edward Homer Whiddon Jr

Georgia·CRD #2514752
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Edward H Prince

Kansas·CRD #4647442
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
22 yrs
States
3
Exams
5
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
EH

Edward Hunter Cole

Louisiana·CRD #5263726
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
EI

Edward Ian Blanchard

Louisiana·CRD #5470807
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
EI

Edward Iannone

Connecticut·CRD #2520825
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
EI

Edward Ignatious Obrien

Connecticut·CRD #1001911
Dual-registered

Dual-registered at SOPHIS INVESTMENTS LLC

Experience
41 yrs
States
1
Exams
6
Since
1985
Fee
AUM / Performance-based
View profile
EJ

Edward Jae Ahn

California·CRD #5080237
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Edward James Balmes

Missouri·CRD #2110152
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
36 yrs
States
1
Exams
4
Since
1990
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
EJ

Edward James Beyer

California·CRD #7084513
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Edward James Dougherty

Iowa·CRD #4109336
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
EJ

Edward James Dunphy

Illinois·CRD #2304109
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
34 yrs
States
1
Exams
6
Since
1992
Est. fee
AUM / Flat Fee
View profile
EJ

Edward James Hendricks

Nevada·CRD #3228755
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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