Edward Barfield
Edward Barfield is a ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Kirkwood, MO, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
132 W Washington Ave, Suite 100, Kirkwood, MO, 63122
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Regulatory History (8)
Customer Dispute
February 2024Customer Dispute
January 2017Regulatory
July 2015Customer Dispute
February 2011Customer Dispute
October 2010Customer Dispute
August 2010Customer Dispute
May 2010Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Edward is an owner partner at Veritas Advisors, LLC, focusing on brokerage and advisory accounts, dedicating nearly all of his time to this role. He is also an owner/partner at Barfield and Brugnara, LLC, where he sells fixed and life insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Fort Washington Brokerage Services, INC.Broker
State Registrations4 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.