Noel Edwards
Noel Edwards is a registered investment advisor at Osaic Wealth, INC., based in Jonesboro, GA, with 28 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
191 North Main Street, Jonesboro, GA, 30236
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Noel works as an agent for Tara Financial Group, selling various insurance products and equity indexed annuities, dedicating full-time hours to insurance sales. He also provides investment advisory services and manages office technology, while spending a few hours per week assisting with equipment setup and answering questions at conferences for MoneyTrax.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.Broker
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.