Edward Witherspoon
Edward Witherspoon is a CFP-designated registered investment advisor at Holistic Private Wealth, LLC, based in Towson, MD, with 30 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
1 Olympic Place, Suite 900, Towson, MD, 21204
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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
Edward sells fixed and long-term care insurance and is a managing director for Holistic Private Wealth, which is a DBA name for his investment practice. He is also a board member for the AL Cesky Scholarship Fund and Harford Community College, dedicating minimal time to these roles.
Employment History
Current Registrations
Holistic Private Wealth, LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
State Registrations14 states
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