Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lee Darley is a financial advisor registered with Charles Schwab & CO., Inc. Edward has been in the financial industry since 2004, and has experience working with individuals and families. Edward Darley is a Certified Financial Planner™ and is licensed to provide financial advice in 35 states. Edward has a strong focus on retirement planning and investment management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/04/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
12/12/2006 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/20/2004 - 12/07/2006
EDWARD JONES (MESA AZ)
IA
Issued 01/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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