Unclaimed
Christopher Edwards is a financial advisor at Empirical Wealth Management. Christopher has been a registered investment advisor for over 12 years. Christopher holds the Series 63, Series 7 and SIE exams and is a Certified Financial Planner and Chartered Financial Analyst. Christopher has experience in both individual and business portfolio management. Christopher also has experience providing financial planning services to individuals and businesses. Christopher's previous employers include Triad Advisors and Robare & Jones Asset Managers. Christopher has a strong background in the financial services industry and is committed to providing clients with the highest quality of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
03/09/2020 - Present
Empirical Wealth Management (Bellevue WA)
TX
09/19/2007 - 03/14/2016
TRIAD ADVISORS, INC. (HOUSTON TX)
BC
Issued 09/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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