Anne Mccarver

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Middletown, RI
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Middletown, RI
• 05/2024 → Present
  Benjamin F Edwards & Company, Inc
  Middletown, RI

Previous Registrations

• 2008-01-01 → 2024-05-31
  Wells Fargo Clearing Services, Llc
  Providence, RI
  Newport, RI
  Newport, RI
  Oklahoma City, OK
  The Villages, FL
  The Villages, FL
• 2006-12-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Middletown, RI
  St. Louis, MO
  Newport, RI
• 1993-10-07 → 2003-10-10
  Citigroup Global Markets Inc.
  Newport, RI

Other Businesses

NASD DISPUTE RESOLUTION, INV RELATED; BOSTON, MA; ARBITRATOR; WORK 10 HRS/MO TRADING HRS. 20% OWNERSHIP OF MINERAL RIGHTS; NOT INVESTMENT RELATED; OKFUSKEE COUNTY, OK; START 11/1978; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES - NONE. 20% OWNERSHIP OF MINERAL RIGHTS; NOT INVESTMENT RELATED; ROGER MILLS COUNTY, OK; START 12/3/1978; MINIMAL TME DEVOTED; NONE DURING TRADING HOURS. TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, NEWPORT, RI, START: 6/23/2022, 2 HRS/MONTH, 2 HRS DURING TRADING. SUGARBERRY LANE, LLC, INVT RELATED, 127 RHODE ISLAND AVE NEWPORT RI,02840, RENTAL HOME,100% OWNERSHIP, BUSINESS OWNERSHIP, START DATE 5/10/2023, 3 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL HOME IN FLORIDA. RENTAL PROPERTY, INVT RELATED, 3689 SUGARBERRY LANE, THE VILLAGES, FL, 100% OWNERSHIP, START DATE 3/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-18
• S63 Uniform Securities Agent State Law Examination
  1980-01-04

Designations

• Certified Financial Planner

Other Names

• Anne Long Larsen
• Anne M Larsen
• Anne Madell Long
• Anne Madell Pundt