Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.thomas? Claim Your ProfileR.thomas Edwards jr. has been a registered investment advisor since 1979, and has over 43 years of experience in the financial services industry. Edwards jr. is currently a Registered Representative and Investment Advisor Representative of Davenport & Co. LLC. Edwards jr. is registered in several states and has a variety of licenses and certifications, including Series 3, 7, 63, 65, and SIE. Edwards jr. provides a wide range of financial services to individuals, families, and businesses, including portfolio management, financial planning, and investment advisory services.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/05/2017 - Present
Davenport & Co. LLC (NORFOLK VA)
VA
01/28/1995 - 01/18/2017
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
NY
10/24/1979 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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