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Lincoln Scott Edgar

Edgar Investment Management LLC

Danville, CA

CRD 1546763

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Employer firm

Edgar Investment Management LLC CRD 152255

$6.25M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Edgar Investment Management Llc

Danville, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-12-16
  • CA RA
    APPROVED
    Since 2009-12-16

Branch Locations

516 Buttonwood Dr, Danville, CA 94506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edgar Investment Management Llc Danville CA 11/2009 Present
Previous Registrations
  • 2009-09-08 → 2009-11-03
    Lpl Financial Llc
    Gardnerville, NV
  • 2009-05-04 → 2009-09-08
    Associated Securities Corp.
    Concord, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-30
S63 Uniform Securities Agent State Law Examination 1993-11-09
  • S66 Uniform Combined State Law Examination
    2009-04-30
  • S63 Uniform Securities Agent State Law Examination
    1993-11-09
Other Names
  • Scott Edgar

View on SEC IAPD

Nearby Firms

GALLAGHER WEALTH MANAGEMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
SANCTUARY ADVISORS, LLC

Nearby Investors

CHRISTOPHER JAMES GALLAGHER
TRACY JAO
JOHN HO SEO

Nearby Offices

GALLAGHER WEALTH MANAGEMENT · DANVILLE, CA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA

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