Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
479 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$125
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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
May 2023 - Present · 2 yrs 9 mos
Benjamin F. Edwards & Company, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - May 2023 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - May 2023 · 6 yrs 6 mos
Invest Financial CorporationBroker
November 2007 - August 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
May 1996 - November 1998 · 2 yrs 6 mos
State Registrations6 states
AKALARFLMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.