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ME

Mahlon R. Edwards

NTACT RETIREMENT SOLUTIONS
LAS VEGAS, NV 89128
Some features on this profile are disabled
CRD#: 2930611
ME

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.
The advisor shows no other business activity.

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

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 26, 1999 - April 4, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 3, 1997 - October 30, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 3, 1997 - October 30, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/5/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/6/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/1997
General Securities Representative Examination

Current Firm

NR
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts123
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.

Company Information

NTACT RETIREMENT SOLUTIONS

CRD#: 119382Las Vegas, NV 89128

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