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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robb Edgecomb is a financial advisor registered with Raymond James & Associates, Inc. in Austin, Texas. John has been in the financial services industry since August 2005 and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. John is licensed in 47 states and holds Series 3, 7, 9, 10, 66, and SIE licenses. John specializes in providing a range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. John also owns and operates a vending machine business.
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.
Please see note in schedule d - miscellaneous
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
TX
05/30/2017 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
08/11/2005 - 05/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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