John EdwardsCRD Number: 5574548
Current Firm: Rmr Wealth Builders, Inc.
John Edwards (CRD# 5574548) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Tiverton, RI and has over 14 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Rmr Wealth Builders, Inc.||Teaneck, NJ||Jul 2019 - Current||3|
|Asipre Financial Services||Tampa, FL||Aug 2017 - Current||5|
|Ivy Wealth Management, Inc.||Warwick, RI||Jun 2012 - Aug 2017||5|
|Gt Investment Advisors, LLC||Warwick, RI||Mar 2014 - Mar 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management1,051MILLIONS
Total Number of Accounts2,273ACCOUNTS
Average Account Value$462,476
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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