Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwards is an investment advisor representative with Valeo Financial Advisors, LLC. Edwards has been registered with the state of Indiana since December 16, 2008. Edwards has passed the Series 65 Uniform Investment Adviser Law Examination. Edwards is a Chartered Financial Analyst. Valeo Financial Advisors, LLC provides a range of financial services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Edwards is a specialist in retirement planning, college savings, and estate planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
12/16/2008 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IA
Issued 07/11/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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