Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Barbour is a financial advisor with Truist Advisory Services, Inc. Edgar has been in the financial services industry since 2000. Edgar has experience working with individual investors, businesses, and institutions. Edgar holds the Series 7, Series 63, and Series 65 licenses. Edgar is registered in Florida, North Carolina, Ohio, and South Carolina. Edgar's firm, Truist Advisory Services, Inc., is a registered investment advisor with the SEC. The firm provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (DUNN NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/15/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DUNN NC)
NC
01/11/2005 - 07/29/2011
WELLS FARGO ADVISORS, LLC (CLINTON NC)
NY
07/19/2001 - 08/02/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MO
10/11/2000 - 05/25/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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