Falists
← Back to search

EDWARDS PREMIER FINANCIAL

EDWARDS PREMIER FINANCIAL CORPORATION

CRD 298453

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$1.5M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2023-09-10

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals45$1.1M
High net worth individuals5$400K

Official SEC filing: View on IAPD