RE
RE

Robert Edwards

42 Years of Experience
Naples, FL
Broker

Robert Edwards is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Naples, FL

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert is a co-trustee for the Peter Edwards Family IR Trust, dedicating minimal time. He also owns Edwards Asset Management LLC, spending full-time hours on the business and trading activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
November 2018 - Present · 7 yrs 8 mos
Wells Fargo Advisors
November 2018 - Present · 7 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - November 2018 · 15 yrs 4 mos
Wells Fargo Clearing Services, LLC
July 2003 - November 2018 · 15 yrs 4 mos
Prudential Securities Incorporated
September 1998 - July 2003 · 4 yrs 10 mos
Prudential Securities IncorporatedBroker
September 1998 - July 2003 · 4 yrs 10 mos
Fifth Third/the Ohio CompanyBroker
February 1993 - August 1998 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1986 - February 1993 · 6 yrs 5 mos
Prudential-Bache Securities INC.Broker
March 1984 - October 1986 · 2 yrs 7 mos
E.V.I. Group Limited, INC.Broker
January 1984 - February 1984 · 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.