EK
EK

Edward Kroell

30 Years of Experience
Atlanta, GA
BrokerSells Insurance

Edward Kroell is a registered investment advisor at Executive Services Securities, LLC, based in Atlanta, GA, with 30 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
Commission-Based
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3445 Peachtree Road NE, Suite 200, Atlanta, GA, 30326

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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.

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Other Business ActivitiesSells Insurance

Edward is the president of the EE Beta Theta Pi Housing Corporation. He also receives residual income from previous insurance sales.

Employment History
Current Registrations
Executive Services Securities, LLC
March 2010 - Present · 16 yrs 7 mos
Balser Financial Corporation
November 2008 - Present · 17 yrs 11 mos
Executive Services Securities, LLCBroker
April 1999 - Present · 27 yrs 6 mos
Previous Registrations
Wma Securities, INC.Broker
August 1998 - April 1999 · 8 mos
Pruco Securities CorporationBroker
August 1995 - November 1997 · 2 yrs 3 mos
State Registrations14 states
ARAZCTDEGANCNHNMNVNYRITXVTWA
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.
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