Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Edwards is a financial advisor registered with LPL Financial LLC. John David Edwards is also a Registered Representative for LPL Financial LLC. John has been in the industry for 25 years. John David Edwards is a certified financial planner and has offices in Birmingham, AL and Texas. John David Edwards has passed the following exams: Series 66, Series 24, SIE, and Series 7. John David Edwards specializes in providing investment advice to individuals, businesses, corporations, trusts and estates, retirement plans, and non-profit organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
10/24/2012 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
09/19/1997 - 04/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 10/01/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Edwards is the right advisor for you? Invested Better is here to help.
