Edward Secrest is a CFP-designated registered investment advisor, based in Raleigh, NC, with 34 years of industry experience.
Location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Edward owns rental real estate through ESRA LLC and occupies the office space, paying rent to his own LLC. He also offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company, and earns compensation based on sales; additionally, Edward is involved with Accessible AI, spending about 10-20% of his time on sales, product development, and introduction to users as a mentor.
Employment History
Current Registrations
Modern Capital Securities INC.Broker
Summit Financial, LLC
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Southeast Financial Group
LPL Financial LLCBroker
LPL Financial Corporation
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Intersecurities, INC.Broker
Washington Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 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.