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Lee Eric Edwards

Osaic Wealth, Inc.

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About Lee Eric Edwards

Lee Edwards is an investment advisor representative currently working at Osaic Wealth, Inc. located in Helotes, TX. Lee's experience in the financial services industry began on January 17, 2018. Previously, Lee was employed with CETERA FINANCIAL SPECIALISTS LLC. Lee is licensed to advise in both California and Texas, and has been actively advising in Texas since October 2018. Lee is a Certified Public Accountant and owns and operates Lee Edwards CPA PLLC. Lee is registered with FINRA and is qualified to provide securities advice, financial planning, educational seminars and portfolio management for businesses and individuals.

Firm Information

Lee Edwards is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lee Edwards’s Registration & Firm History

TX

01/24/2025 - Present

Osaic Wealth, Inc. (HELOTES TX)

TX

01/18/2018 - 10/23/2018

CETERA FINANCIAL SPECIALISTS LLC (HELOTES TX)

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Licenses & Designations

BOTH

Issued 02/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Eric Edwards.
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