Mark Edwards is a CFP-designated registered investment advisor, based in East Hampton, CT, with 33 years of industry experience.
Location
10 Summit St, Suite 6, East Hampton, CT, 06424
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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
Mark sells equity indexed annuities through Avantax Insurance Agency/Services. He also owns Edwards Financial Services for tax preparation/accounting and is a partner at Green Square, INC, managing H&R Block franchise offices; these activities take about 10-20% of his time each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations17 states
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