Edwin R. Cummer

IRONBRIDGE WEALTH COUNSEL

Boone, NC

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CRD#: 3190438

Professional summary

Edwin Robert Cummer, CFP® is a registered financial advisor currently at IRONBRIDGE WEALTH COUNSEL, LLC located in Boone, North Carolina.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Edwin has worked at 3 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Edwin Robert Cummer'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

Experience

Current

September 1, 2022 - Present

IRONBRIDGE WEALTH COUNSEL, LLC

RIA

CRD#: 321893

Boone, NC

Past

March 14, 2011 - December 9, 2022

EDWIN R. CUMMER, LLC

RIA

CRD#: 155581

BOONE, NC

Past

July 2, 1999 - May 24, 2011

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

DALLAS, TX

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

North Carolina
(9/1/2022)

IAR

Texas
(9/1/2022)

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

Series 63

Date: 2/16/1999

Uniform Securities Agent State Law Examination

Current Firm

IRONBRIDGE WEALTH COUNSEL, LLC

CRD#: 321893 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/16/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/27/2023 Approved)

Texas

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

4425 Mopac South Building Ii, Ste 204, Austin, TX 78735

Mailing Address

Phone number

(512) 277-3519

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Edwin R. Cummer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Robert Cummer's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONBRIDGE WEALTH COUNSEL, LLC

EDWIN R. CUMMER, LLC

CAIN, WATTERS & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/1999

Current Firm

IRONBRIDGE WEALTH COUNSEL, LLC

Contact information

Documents

Red Flags

Company Information

IRONBRIDGE WEALTH COUNSEL, LLC

TRUST BUT VERIFY

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