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Eric Edwards

12 Years of Experience
BrokerSells Insurance

Eric Edwards is a registered investment advisor, based in Mcdonough, GA, with 12 years of industry experience.

Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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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 ActivitiesSells Insurance

Eric is a benefits advisor for GEBA and GEMBA, dedicating nearly full-time hours to this role, with all securities business placed through CAPE. Since 2020, he has also been an advisor for insurance (UL, TL) and annuities (fixed and indexed) through TrueChoice Financial, spending about 10-20% of his time on this activity and compensated through GEBA.

Employment History
Current Registrations
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 3 mos
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 3 mos
Cape Investment Advisory, INC.
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Cape Securities INC.Broker
February 2020 - January 2023 · 2 yrs 11 mos
CUNA Brokerage Services, INC.Broker
January 2018 - October 2019 · 1 yr 9 mos
CUNA Brokerage Services, INC.
January 2018 - October 2019 · 1 yr 9 mos
M&t Securities, INC.
January 2016 - January 2018 · 2 yrs
M&t Securities, INC.Broker
January 2016 - January 2018 · 2 yrs
T. Rowe Price Advisory Services, INC.
July 2013 - October 2015 · 2 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
May 2013 - October 2015 · 2 yrs 5 mos
State Registrations14 states
AZCODEFLGAHIMDNCOHPASCTXVAWV
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.