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Edison Noboa

EAGLE WEALTH MANAGEMENT
MCKINNEY, TX
·CRD# 2261143·33 years registered

Professional Summary

Edison Noboa, who also goes by Edison Ruben Naboa, Edison R Noboa, Edison Ruben Noboa, is a registered financial advisor currently at EAGLE WEALTH MANAGEMENT, INC. located in Mckinney, Texas. Edison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Edison has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Edison Ruben Naboa, Edison R Noboa, Edison Ruben Noboa

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years registered in the securities industry

Current & Past Employments

Current

EAGLE WEALTH MANAGEMENT, INC.Current·CRD# 305740
RIA
Mckinney, TX
December 5, 2019 - Present

Past

TD AMERITRADE, INC.Past·CRD# 7870
RIA
Pasadena, CA
March 1, 2018 - December 12, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLCPast·CRD# 111514
RIA
Pasadena, CA
March 1, 2018 - December 12, 2019
TD AMERITRADE, INC.Past·CRD# 7870
BD
Pasadena, CA
March 1, 2018 - December 12, 2019
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
RIA
Upland, CA
November 4, 1997 - April 21, 2016
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Upland, CA
November 4, 1997 - April 21, 2016
MOMENTUM INDEPENDENT NETWORK INC.Past·CRD# 17587
BD
Dallas, TX
August 7, 1997 - October 3, 1997
CULLUM & SANDOW SECURITIES, INC.Past·CRD# 15836
BD
Dallas, TX
March 31, 1995 - August 13, 1997
GENE MORGAN FINANCIALPast·CRD# 16018
BD
Los Angeles, CA
December 15, 1994 - April 5, 1995

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Current Firm

EW
EAGLE WEALTH MANAGEMENT, INC.

EAGLE WEALTH MANAGEMENT, INC.

CRD#: 305740
California
Registered Investment Advisory firm - California (12/5/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (8/10/2025 Approved)

Contact Information

Main Address

Mckinney, TX

Phone Number

(951) 454-3907

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

41

AUM (Assets Under Management)

$13,086,824

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Edison Noboa is employed as a Benefits Analyst at the University of California Office of the President. 08/2023 Oakland CA< University ,Not investment related. Full time

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(12/5/2019)
IAR
Texas
(8/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1993About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Oct 1999About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Oct 1999About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edison Noboa's CRS (Customer Relationship Summary).

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