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Bryan Edwards

20 Years of Experience
Charlotte, NC
Broker

Bryan Edwards is a registered investment advisor, based in Charlotte, NC, with 20 years of industry experience.

Location

1213 W Morehead Street, Suite 400, Charlotte, NC, 28208

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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

Bryan works as an associate/employee for Pinnacle Asset Management, referring potential investment clients, and as a Trust Advisor/Workplace Retirement Plan Consultant for Pinnacle Financial Partners/Pinnacle Bank. Both roles take about half of Bryan's time each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
First Citizens Investor Services, INC.
September 2011 - March 2018 · 6 yrs 6 mos
First Citizens Investor Services, INC.Broker
December 2010 - March 2018 · 7 yrs 3 mos
Evergreen Investment Services, INC.Broker
September 2000 - August 2005 · 4 yrs 11 mos
First Union Brokerage Services, INC.Broker
March 1999 - September 2000 · 1 yr 6 mos
State Registrations1 state
NC
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.
Bryan Edwards - Financial Advisor | TrueAdvisor