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Edward Gilbert

28 Years of Experience
Daniel Island, SC
BrokerSells Insurance

Edward Gilbert is a registered investment advisor, based in Daniel Island, SC, with 28 years of industry experience.

Location

225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492

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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 a member of CFG Investment Properties LLC, involved in rental property, and an officer of the Commonwealth Cares Foundation, dedicating full-time hours to this role. He also works as an agent/broker for Commonwealth Financial Group selling fixed insurance and has a referral agreement for group health benefits, dedicating a few hours per week to the former.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2004 - August 2023 · 19 yrs 4 mos
Securian Financial Services, INC.Broker
February 2001 - August 2023 · 22 yrs 6 mos
Signator Investors, INC.Broker
July 1997 - February 2001 · 3 yrs 7 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Edward Gilbert - Financial Advisor | TrueAdvisor