Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dougherty is a financial advisor who has been in the industry since May 30, 2000. Edward is currently registered with BFC Planning, Inc. and has been with them since December 21, 2015. Prior to that, Edward was with VOYA FINANCIAL ADVISORS, INC., WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., WELLS FARGO INVESTMENTS, LLC, NYLIFE SECURITIES INC., BROKER DEALER FINANCIAL SERVICES CORP., and ROBERT W. BAIRD & CO. INCORPORATED. Edward offers financial planning and portfolio management services to individuals and businesses. Edward specializes in retirement planning, college planning, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
12/21/2015 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
IA
09/04/2009 - 12/21/2015
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
IA
01/01/2008 - 09/09/2009
WELLS FARGO ADVISORS, LLC (CEDAR RAPIDS IA)
IA
10/31/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CEDAR RAPIDS IA)
IA
08/02/2002 - 11/01/2006
WELLS FARGO INVESTMENTS, LLC (CEDAR RAPIDS IA)
NY
10/25/2001 - 08/12/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
06/14/2001 - 09/19/2001
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
WI
04/26/2000 - 06/15/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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