Lorena Edwards
Lorena Edwards is a registered investment advisor at Cetera Investment Advisers LLC, based in Irmo, SC, with 25 years of industry experience. Lorena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 Ministry Dr, Irmo, SC, 29063
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lorena is a registered representative for Sides Financial Strategies, an independent insurance agent selling fixed insurance products, and the owner of Financial Principles, Inc., all for the sale of securities and insurance products. She also teaches at Midlands Technical College and is a member of the church finance committee, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations18 states
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