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Edward Joseph Sizemore

Missionsquare Retirement

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About Edward Joseph Sizemore

Edward Sizemore is a registered investment advisor representative with Missionsquare Retirement. Edward has been in the industry since 2003. He is registered in Kentucky, Tennessee, and Virginia. Edward previously worked with J.P. TURNER & COMPANY, L.L.C. and PFS INVESTMENTS INC. Edward is also a registered representative with FINRA. Edward has earned the Series 6, Series 63, and Series 65 securities licenses.

Firm Information

Edward Sizemore is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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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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percentage of assets

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

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Edward Sizemore’s Registration & Firm History

TN

02/27/2017 - Present

Missionsquare Retirement (NASHVILLE TN)

GA

08/17/2004 - 05/31/2005

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

10/08/2001 - 07/13/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Joseph Sizemore.
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