Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Edwards is a registered investment advisor representative with Avantax Advisory Services. Cole has been in the industry for over 2 years and holds a Series 7TO and Series 66 license. Cole's experience includes working as an Internal Audit & Financial Advisory Consultant at Protiviti Inc. and providing tax preparation, bookkeeping and consulting services. Cole also owns Avantax Insurance Agency and/or Avantax Insurance Services. Cole primarily works with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Cole offers a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and solicitor referral services to third-party investment managers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/05/2024 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 07/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Cole Edwards is the right advisor for you? Invested Better is here to help.
