Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Williams is a registered investment advisor representative with Independent Financial Partners, with over 20 years of experience in the financial services industry. Edward holds the Series 7, 9, 10, 31, 63, and 65 licenses, and has a strong background in investment advisory services. Edward provides financial planning, portfolio management for individuals, pension consulting, and educational seminars. Edward Williams is also a registered representative of Independent Financial Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
03/23/2012 - Present
Independent Financial Partners (Grovetown GA)
VA
09/01/2010 - 05/23/2019
LPL FINANCIAL LLC (FAIRFAX VA)
DC
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
03/25/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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