CE
CE

Crystal Edwards

14 Years of Experience
Johnston, IA
Broker

Crystal Edwards is a registered investment advisor at Cetera Investment Advisers LLC, based in Johnston, IA, with 14 years of industry experience. Crystal 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6175 Merle Hay Rd, Johnston, IA, 50131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Crystal is a business development officer at Community State Bank DBA Community Financial Advisors, dedicating full-time hours to providing financial services. She is also a co-owner of Southlawn Catering Company, spending a few hours per week assisting with ordering.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2017 - June 2023 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLC
October 2013 - January 2017 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2013 - January 2017 · 3 yrs 6 mos
Cetera Financial Specialists LLCBroker
May 2012 - July 2013 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
June 2011 - July 2013 · 2 yrs 1 mo
Cetera Advisors LLCBroker
June 2011 - July 2013 · 2 yrs 1 mo
State Registrations1 state
IA
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.