EK
CFP
EK
CFP

Edward Kavo

48 Years of Experience
Irwin, PA
Broker

Edward Kavo is a CFP-designated registered investment advisor, based in Irwin, PA, with 48 years of industry experience.

Location

311 Main St, Irwin, PA, 15642

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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 Activities

Edward is a board member of Christ United Methodist Rhuch Prime Time Board since 2020, dedicating minimal time. He is also an advisory representative of a RIA called CIRA since 2010, dedicating full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2011 - Present · 14 yrs 10 mos
Cambridge Investment Research Advisors, INC.
September 2011 - Present · 14 yrs 10 mos
Cambridge Investment Research, INC.Broker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
Walnut Street Securities, INC.
July 2007 - October 2011 · 4 yrs 3 mos
Walnut Street Advisers INC
April 2002 - November 2006 · 4 yrs 7 mos
Walnut Street Securities, INC.Broker
February 2001 - October 2011 · 10 yrs 8 mos
Capital Analysts, IncorporatedBroker
April 1994 - February 2001 · 6 yrs 10 mos
Travelers Equities Sales, INC.Broker
September 1977 - April 1994 · 16 yrs 7 mos
State Registrations5 states
MDNYOHPAUT
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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