EP
EP

Edgar Pouch

42 Years of Experience
Travelers Rest, SC
1 DisclosureBroker

Edgar Pouch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Travelers Rest, SC, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

42 Plaza Drive, Travelers Rest, SC, 29690

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Settled
Other Business Activities

Edgar works as a financial advisor at Bank of Travelers Rest since 1994, dedicating about half of his time. He is also the owner and branch manager of Gateway Wealth Strategies, a support company, since 2011, also dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
April 2007 - January 2009 · 1 yr 9 mos
Robert Thomas Securities, INCBroker
December 1995 - January 1999 · 3 yrs 1 mo
Uvest Investment ServicesBroker
April 1994 - December 1995 · 1 yr 8 mos
Capital Investment Group, INC.Broker
August 1993 - April 1994 · 8 mos
Mccarley and Associates, INC.Broker
June 1993 - August 1993 · 2 mos
A. G. Edwards & Sons, INC.Broker
January 1988 - June 1993 · 5 yrs 5 mos
Essex Financial Services, INC.Broker
November 1987 - January 1988 · 2 mos
Essex CompanyBroker
July 1987 - November 1987 · 4 mos
United Financial Investments, INC.Broker
October 1986 - July 1987 · 9 mos
Titan Capital CorporationBroker
October 1984 - October 1986 · 2 yrs
Fsc Securities CorporationBroker
August 1984 - October 1984 · 2 mos
Allen A. Buchalter Associates,inc.Broker
December 1983 - July 1984 · 7 mos
State Registrations16 states
ARCACTFLGAINMAMINCNJPASCTNTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edgar Pouch - Financial Advisor | TrueAdvisor