ME
ME

Miriam Goodwin Edwards

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

3 Legacy Park Road, Suite A, Greenville, SC, 29607

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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 ActivitiesSells Insurance

Miriam works as a registered administrator for Wagner Wealth Management and Wealth Management Advisors, dedicating significantly more than full-time hours to each. She also engages in life insurance sales, spending minimal time on this activity.

Employment History
Current Registrations
Arkadios CapitalBroker
April 2021 - Present · 4 yrs 10 mos
Wealth Management Advisors, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
September 2017 - April 2021 · 3 yrs 7 mos
LPL Financial LLC
December 2016 - September 2017 · 9 mos
LPL Financial LLCBroker
October 2016 - September 2017 · 11 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.