CFP

Caroline Edwards

5 Years of Experience

Mt. Pleasant, SC

Broker

Caroline Edwards is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Mt. Pleasant, SC, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

28 Bridgeside Blvd., Suite 203, Mt. Pleasant, SC, 29464

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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.

Employment History

Current Registrations

Raymond James & Associates, INC.

August 2020 - Present · 5 yrs 9 mos

Raymond James & Associates, INC.Broker

July 2020 - Present · 5 yrs 10 mos

State Registrations16 states

ALCACOFLGALAMDMIMSNCSCTNTXVAWAWV

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.

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