Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Louis Shobe is a wealth advisor with over 40 years of experience in the financial services industry. Edward has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Edward is a Certified Financial Planner™ professional and is registered with CWM, LLC DBA Carson Partners to offer investment advisory services. In addition to his role at Carson Partners, Edward has also owned and operated several other businesses, including Financial Benefits, Inc., Shobe Realty Investments, LLC, and Shobe Investment Securities, Inc. Edward is committed to providing his clients with personalized, high-quality advice that helps them achieve their financial goals.
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.
Sub-advisory services for other investment advisory firms
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 fees from other investment advisors
1
2
NE
03/13/2023 - Present
CWM, LLC (OMAHA NE)
LA
11/17/1998 - 03/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
AZ
01/31/1997 - 10/16/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
09/22/1986 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
05/25/1983 - 09/29/1986
FSC SECURITIES CORPORATION
BC
Issued 08/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/09/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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