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Daniel Brian Edwards

Cetera Investment Advisers LLC

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About Daniel Brian Edwards

Daniel Brian Edwards is a financial professional with over 6 years of experience in the financial services industry. Daniel is registered with Cetera Investment Advisers LLC and CWM, LLC, both of which are SEC-registered investment advisory firms. Daniel is also registered as an Investment Advisor Representative in Texas. In addition to his work as a financial advisor, Daniel also works with Armstrong Purselley Wealth Management Group, LLC and Carson Wealth Management, both of which are also financial services firms.

Firm Information

Daniel Edwards is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

2324 CHEEK SPARGER RD

BEDFORD, TX 76021

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Edwards’s Registration & Firm History

TX

06/29/2023 - Present

Cetera Investment Advisers LLC (BEDFORD TX)

TX

07/28/2020 - 03/27/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDFORD TX)

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Licenses & Designations

BOTH

Issued 8/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 6/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Brian Edwards.
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