Mahlon R. Edwards

NTACT RETIREMENT SOLUTIONS

LAS VEGAS, NV 89128

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CRD#: 2930611

Professional summary

Mahlon Ray Edwards JR, CFP®, who also goes by Mahlon Ray Jr Edwards, is a registered financial advisor currently at NTACT RETIREMENT SOLUTIONS located in Las Vegas, Nevada.

Mahlon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mahlon has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mahlon Ray Jr Edwards

Other business activities

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.

INSURANCE SALES; INVESTMENT-RELATED; LAS VEGAS, NV; INSURANCE AGENT; START DATE: 11/2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SELLING VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mahlon Ray Edwards JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

June 22, 2000 - Present

NTACT RETIREMENT SOLUTIONS

Office #1: 2620 Regatta Drive Suite 102, Las Vegas, NV 89128

RIA

CRD#: 119382

LAS VEGAS, NV

Past

March 26, 1999 - April 4, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 26, 1999 - April 4, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 3, 1997 - October 30, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 3, 1997 - October 30, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(2/7/2022)

IAR

Nevada
(6/22/2000)

IAR

Texas
(2/14/2022)

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

State Security Law Exam

IAR

Series 65

Date: 6/5/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/28/1997

General Securities Representative Examination

Current Firm

NTACT RETIREMENT SOLUTIONS

MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC. | NTACT RETIREMENT SOLUTIONS

CRD#: 119382 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/7/2022 Approved)

Nevada

Registered Investment Advisory firm - (6/22/2000 Approved)

Texas

Registered Investment Advisory firm - (2/14/2022 Conditional Restricted)

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Contact information

Main Address

2620 Regatta Drive Suite 102, Las Vegas, NV 89128

Mailing Address

Phone number

(702) 804-4902

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 25,432,695

Red Flags

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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Mahlon R. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mahlon Ray Edwards JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

NTACT RETIREMENT SOLUTIONS

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2000

Series 63

Date: 9/6/1997

Series 7

Date: 8/28/1997

Current Firm

NTACT RETIREMENT SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NTACT RETIREMENT SOLUTIONS

TRUST BUT VERIFY

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