Edward Joyce
Edward Joyce is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wexford, PA, with 51 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 N Meadows Dr Ste 111, Wexford, PA, 15090
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 is the owner of Forbes Financial Services, Inc., a financial services DBA, since 1990, where he sells insurance, securities, and investment products. He is also an independent insurance agent since 2009, selling fixed insurance products, dedicating nearly full-time hours to these activities combined.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Green Hill Financial Service CorporationBroker
Mimlic Sales CorporationBroker
Mutual Benefit Financial Service CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 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.