EF
EF

Edward Fernberger

53 Years of Experience
Doylestown, PA
Broker

Edward Fernberger is a registered investment advisor at Raymond James & Associates, INC., based in Doylestown, PA, with 53 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

2003 S. Easton Road, Suite 100, Doylestown, PA, 18901

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 an advisory board member for Mount Sinai Cemetery Association since 1974, dedicating a few hours per week. He is no longer a member of the investment committee.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - February 2016 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - February 2016 · 9 yrs 11 mos
Advest, INC.Broker
November 1972 - March 2006 · 33 yrs 4 mos
State Registrations23 states
AKCACOCTDCFLKYMAMDMEMINCNHNJNYOHORPARISCTXUTVT
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.