George Edds
George Edds is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Louisville, KY, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
600 North Hurstbourne Parkway, Suite 100, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
George is a volleyball coach for both the Christian Educational Consortium and Legacy Volleyball Club. These activities take a few hours per week each and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Raymond James Financial Services, INC.Broker
J.C. Bradford & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.