Edward Mobbs
Edward Mobbs is a registered investment advisor at Americana Partners, LLC, based in Beverly Hills, CA, with 3 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
9355 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90210
Get directionsHistory
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
Edward is an insurance agent providing quotes, comparisons, and recommendations on insurance products and annuities. He dedicates a few hours per week to this activity and earns a commission.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Advisory Services Network
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
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
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