Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Smith is a financial advisor with over 4 years of experience in the industry. Edward has a Series 66, Series 7TO, and SIE license and is currently registered with Gallagher Fiduciary Advisors, LLC as an Investment Advisor Representative. Edward is also registered with the state of Virginia as an Investment Advisor Representative. Edward previously worked with TRIAD ADVISORS LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edward specializes in providing financial planning, portfolio management, and pension consulting services. Edward also works with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
1
2
VA
07/28/2023 - Present
Gallagher Fiduciary Advisors, LLC (Richmond VA)
VA
07/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
VA
09/24/2019 - 06/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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