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Edward Turner Borer

Borer Denton & Associates, Inc.

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About Edward Turner Borer

Edward Turner Borer is a financial advisor with over 50 years of experience in the industry. Edward is currently registered with Borer Denton & Associates, Inc., a firm that specializes in providing investment advice to individuals, high-net-worth individuals, and charitable organizations. Edward has a strong background in investment management, with extensive experience in managing portfolios for a variety of clients. Edward is also a Chartered Financial Analyst (CFA), which is a globally recognized designation for investment professionals. Prior to joining Borer Denton & Associates, Inc., Edward worked for Petersen Investments, Inc., J.P. McGowan & Company Incorporated, and Philadelphia Corporation for Investment Services. Edward also held a position with Hopper Soliday & Co., Inc. from 1968 to 1989. Edward's experience across multiple firms allows Edward to offer a wide range of financial services to clients.

Firm Information

Edward Borer is currently registered with Borer Denton & Associates, Inc.. Borer Denton & Associates, Inc. is an investment advisor headquartered in BLUE BELL, PA. The firm manages approximately $364.3 million in assets for 205 clients. Their client base primarily includes high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include portfolio management for individuals.
Borer Denton & Associates, Inc.

610 SENTRY PARKWAY, SUITE 100

BLUE BELL, PA 19422-2314

$364.34M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Borer’s Registration & Firm History

PA

06/21/2005 - Present

Borer Denton & Associates, Inc. (BLUE BELL PA)

PA

08/12/2005 - 06/06/2017

PETERSEN INVESTMENTS, INC. (BLUE BELL PA)

MA

05/12/2005 - 08/22/2005

J.P. MCGOWAN & COMPANY INCORPORATED (NEWTON MA)

PA

02/10/2005 - 05/12/2005

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)

PA

04/04/1989 - 07/01/2003

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)

NA

03/05/1968 - 03/14/1989

HOPPER SOLIDAY & CO., INC.

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Licenses & Designations

BC

Issued 05/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/28/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/19/1968

Series 00 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/24/1960

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Turner Borer.
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