Cole Edwards
Cole Edwards is a registered investment advisor at Cetera Investment Advisers LLC, based in Valencia, CA, with 1 years of industry experience. Cole 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
27210 Cranmore Way, Unit 301, Valencia, CA, 91381
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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
Cole is a CPA and sole proprietor, providing tax preparation, bookkeeping, and consulting services, dedicating about 10-20% of his time to this. He also works full-time as an Internal Audit & Financial Advisory Consultant for Protiviti, Inc., and owns Avantax Insurance Agency/Services, selling life insurance, which takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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