Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Deaton is an investment advisor representative at Edge Capital Group, LLC. He has been in the industry since 2005 and has held previous positions at Scott & Stringfellow, LLC, Stephens Inc., and Davenport & Company LLC. Deaton holds Series 63 and 65 licenses and is also a Certified Financial Planner. Deaton's firm specializes in providing financial planning, portfolio management, and consulting services to high-net-worth individuals, families, and institutions. Edge Capital Group is headquartered in Atlanta, GA and has a branch office in Charlotte, NC.
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.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
11/16/2018 - Present
Edge Capital Group, LLC (Charlotte NC)
VA
08/20/2009 - 03/22/2012
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
NC
12/01/2005 - 08/05/2009
STEPHENS INC. (CHARLOTTE NC)
VA
03/22/2005 - 09/26/2005
DAVENPORT & COMPANY LLC (RICHMOND VA)
IA
Issued 11/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/28/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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