Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Parker is an investment advisor representative at Sovran Advisors, LLC. Edward has been in the financial services industry for over 10 years. Edward is a Registered Investment Advisor in California and is licensed to offer investment advisory services. Edward's experience includes working with individuals, families, businesses, and charitable organizations. Edward specializes in financial planning, portfolio management, and pension consulting. Edward is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
05/20/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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