Edward J. Plakans
Professional summary
Edward Juris Plakans, who also goes by Edward Plakans, is a registered financial advisor currently at CROSSWALK INVESTMENT ADVISORY, INC. located in Strasburg, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Edward has worked at 2 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Juris Plakans's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 1999 - Present
CROSSWALK INVESTMENT ADVISORY, INC.
Office #1: 108 West Main Street, Strasburg, PA 17579January 1, 1999 - December 16, 2002
CUMBERLAND BROKERAGE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2023)
(11/3/1999)
Exams
Series 2
Date: 6/29/1995
Non-Member General Securities ExaminationCurrent Firm
CROSSWALK INVESTMENT ADVISORY, INC.
CRD#: 123428 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 375 |
| AUM (Assets Under Management) | $ 52,403,260 |
Red Flags
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Company Information
CROSSWALK INVESTMENT ADVISORY, INC.
CRD#: 123428Strasburg, PA 17579TRUST BUT VERIFY
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