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Dwight Edwards

27 Years of Experience
Wesley Chapel, FL
Broker

Dwight Edwards is a registered investment advisor at Raymond James & Associates, INC., based in Wesley Chapel, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Wesley Chapel, FL

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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 Activities

Dwight owns rental property since 2011. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2016 - Present · 10 yrs 2 mos
Raymond James & Associates, INC.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Principal Funds Distributor, INC.Broker
April 2007 - September 2008 · 1 yr 5 mos
Princor Financial Services Corporation
July 2006 - January 2016 · 9 yrs 6 mos
Princor Financial Services CorporationBroker
March 2006 - January 2016 · 9 yrs 10 mos
Raymond James & Associates, INC.
December 2004 - March 2006 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
March 1999 - March 2006 · 7 yrs
Dean Witter Reynolds INC.Broker
June 1998 - January 1999 · 7 mos
State Registrations26 states
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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.
Dwight Edwards - Financial Advisor | TrueAdvisor