Noel Edwards
Noel Edwards is a registered investment advisor at Osaic Wealth, INC., based in Jonesboro, GA, with 39 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
191 North Main Street, Jonesboro, GA, 30236
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2004Regulatory
June 2000Criminal
February 1970Employment Separation After Allegations
February 1970Other Business ActivitiesSells Insurance
Noel is the president of Tara Financial Group, providing investment advisory services, which takes about half his time. He also sells and services equity indexed annuities through Tara Financial Group, dedicating a few hours per week, and owns rental real estate.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Tara Financial Group, INC.
Previous Registrations
Osaic Fs, INC.Broker
Nap Financial CorporationBroker
Comprehensive Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations15 states
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.