EM
CFP
EM
CFP

Edward Myers

21 Years of Experience
Westminster, MD
Broker

Edward Myers is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Westminster, MD, with 21 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

12 Locust Lane, Westminster, MD, 21157

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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

Edward is the owner and managing member of Kairos Wealth Advisors, LLC since 2009. The LLC exists to hold the lease and leasehold improvements of the office, requiring minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2009 - Present · 17 yrs 1 mo
Raymond James & Associates, INC.
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - June 2009 · 0 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2009 · 0 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
September 2004 - February 2006 · 1 yr 5 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2004 - February 2006 · 1 yr 6 mos
State Registrations30 states
AKAZCACODCDEFLGAIAINKSKYMAMDMONCNJNVNYOHPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.