EH
CFA
EH
CFA

Edward Kingdon Hurlock

34 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
6,572 clients
Average Client Portfolio
$644K average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Loading...

Location

Monkton, MD

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

Edward is the President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing facility, dedicating a few hours per week. He is also an owner and investment advisor at Calvert Investment Counsel, LLC d/b/a Nesher Wealth, marketing financial advisory services.

Employment History
Current Registrations
Sowell Management
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
United Income, INC.
July 2018 - January 2021 · 2 yrs 6 mos
Calvert Investment Counsel
June 2005 - August 2018 · 13 yrs 2 mos
Calvert Investment Counsel
August 1989 - June 2005 · 15 yrs 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.