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Troy Vincent Edwards

Chancellor Financial Group WB LP

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About Troy Vincent Edwards

Troy Edwards is an Investment Advisor Representative registered in Pennsylvania. Troy Edwards is associated with Chancellor Financial Group WB LP. Troy Edwards holds the Series 65 license.

Firm Information

Troy Edwards is currently registered with Chancellor Financial Group WB LP. Chancellor Financial Group WB LP is an investment advisor headquartered in Wilkes-Barre, PA. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $182,050,604 in assets for 811 clients.
Chancellor Financial Group WB LP

60 PUBLIC SQUARE

WILKES-BARRE, PA 18701

$182.05M

Assets Under Management

Not reported

Total Clients

8

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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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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Troy Edwards’s Registration & Firm History

PA

12/20/2023 - Present

Chancellor Financial Group WB LP (WILKES-BARRE PA)

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Licenses & Designations

IA

Issued 12/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Vincent Edwards.
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