Adam Edwards (CRD# 4827227) is an Investment Advisor Representative working at Peb Capital Management LLC in Columbus, OH and has over 16 years of experience in the finance industry. Adam Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peb Capital Management LLC | Columbus, OH | Oct 2021 - Current | 2 |
| Wells Fargo Advisors Financial Network, LLC | Upper Arlington, OH | Apr 2016 - Sep 2021 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Apr 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Jul 2004 - Apr 2016 | 11 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2004 - Apr 2016 | 12 |
| Northwestern Mutual Investment Services, LLC | Columbus, OH | Jan 2009 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
- OH
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts443ACCOUNTS
-
Average Account Value$294,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, OH, TX
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