Daniel Edwards
Daniel Edwards is a registered investment advisor at Cetera Investment Advisers LLC, based in Bedford, TX, with 5 years of industry experience. Daniel 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
Firm Size
IM Fee
Assets Under Management
Location
2324 Cheek Sparger Rd, Bedford, TX, 76021
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an Investment Advisory Representative for CWM, LLC DBA Carson Partners, a SEC registered investment advisory firm, and a Wealth Planner for Carson Wealth Management. He also works as an insurance agent selling annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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