Best Investors
Account
Sign in
Best Investors
Account
Sign in
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-13 |
| PA | RA | APPROVED | 2015-10-28 |
Branch Locations
1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States
1418 Main St Suite 105, Peckville, PA 18452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edwards Investments, Llc | Peckville | PA | 06/2004 | Present |
| Royal Fund Management, Llc | The Villages | FL | 10/2015 | Present |
Edwards Investments, LLC has been an insurance / annuity business since June of 2004 to the present. The office address is; 1418 Main St, Suite 105; Peckville PA 18452. Position as Financial Advisor has been full time, taking approximately 120 - 200 hours per month. This includes days, during securities trading hours, as well as evenings and weekends when the U.S. securities markets are closed. Duties are to serve existing insurance / annuity clients as well as sit with prospective clients and make recommendations based on their insurance / annuity needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-03 |
Reach out to this advisor