Edward English
Edward English is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in San Luis Obispo, CA, with 22 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
735 Tank Farm Rd, Suite 200, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is involved in business networking and owns a sole proprietorship since 2023, where he provides life coaching for men, dedicating a few hours per week. He is also a board member of San Luis Obispo Classical Academy, a private school, spending minimal time per month on board duties.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations25 states
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