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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ballard Doubleday is an investment advisor representative for Freestone Capital Management, LLC, with offices in Santa Barbara, CA and Seattle, WA. Edward has been in the financial services industry since 1993 and has a Series 63, Series 65, Series 7, Series 3, Series 2, and SIE license. Edward specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. He also provides education seminars. Edward previously worked for FREESTONE SECURITIES, LLC in Seattle, WA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
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
CA
04/02/2014 - Present
Freestone Capital Management, LLC (SANTA BARBARA CA)
WA
05/21/2014 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
BC
Issued 03/13/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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