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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Raymond Foraker is a financial advisor with over 40 years of experience in the financial services industry. Edward Raymond Foraker is currently registered with Sowell Management and has been with the firm since 2020. Edward Raymond Foraker has previously worked with WFG INVESTMENTS, INC. and FIRST FINANCIAL EQUITY CORPORATION, among others. Edward Raymond Foraker is a registered investment advisor with a Series 65 license, a Series 63 license, and the SIE exam. Edward Raymond Foraker has a strong understanding of the financial markets and is dedicated to providing his clients with personalized financial advice.
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.
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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2
CA
01/01/2025 - Present
Sowell Management (Sanger CA)
CA
08/05/2002 - 09/21/2017
WFG INVESTMENTS, INC. (Sanger CA)
AZ
11/28/2001 - 05/15/2002
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
01/24/1974 - 12/06/2001
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
NA
08/06/1971 - 11/19/1972
THE INVESTAMERICA GROUP INC.
IA
Issued 02/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1973
F04 - Financial Principal Examination
BC
Issued 05/13/1969
Series 00 - General Securities Principal Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1963
Series 1 - Registered Representative Examination
Active
Inactive
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