Kathleen Edwards is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mt Pleasant, SC, with 1 years of industry experience. Kathleen 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
1205 Two Island Ct, Ste 201, Mt Pleasant, SC, 29466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a Partner and Director of Accounting and Tax at Arrow Advisory since 2019, where she leads the tax and accounting team, reviews tax returns, and provides consulting and tax planning services. This activity is investment-related and takes up more than full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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