Eric Edwards (CRD# 2429501) is an Investment Advisor Representative working at Edwards Premier Financial in Bellwood, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edwards Premier Financial Corporation | Chicago, IL | Apr 2018 - Current | 6 |
| Berthel Fisher & Company Financial Services, Inc. | Oak Park, IL | Jun 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
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Total Assets Under Management2MILLIONS
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Total Number of Accounts50ACCOUNTS
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Average Account Value$30,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
IL, TX
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