Edward L. Hedgecoke

PERENNIAL WEALTH ADVISORS | Financial Advisor

CANADIAN, TX 79014

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CRD#: 4098231

Professional summary

Edward Lee Hedgecoke, who also goes by Ed Hedgecoke, is a registered financial advisor currently at PERENNIAL WEALTH ADVISORS, LLC located in Canadian, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Canadeian, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning Strategies

Social Security Retirement Ben...

Intergenerational Planning

Are you a "fiduciary"?

Yes

Aliases

Ed Hedgecoke

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 Edward Lee Hedgecoke'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®

None

Experience

Current

June 20, 2024 - Present

PERENNIAL WEALTH ADVISORS, LLC

Office #1: 123 N 3rd St., Canadian, TX 79014

RIA

CRD#: 329913

CANADIAN, TX

Current

June 20, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 123 N 3rd Street, Canadeian, TX 79014

CRD#: 35747

Canadeian, TX

Past

March 6, 2000 - July 1, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CANADIAN, TX

Past

March 6, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 6, 2000 - July 1, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CANADIAN, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(6/20/2024)

Oklahoma
(6/20/2024)

IAR

Oklahoma
(6/23/2025)

Texas
(6/20/2024)

IAR

Texas
(6/20/2024)

Washington
(6/20/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PERENNIAL WEALTH ADVISORS, LLC

CRD#: 329913 / SEC#:

Oklahoma

Registered Investment Advisory firm - (6/20/2025 Approved)

Texas

Registered Investment Advisory firm - (6/17/2024 Approved)

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Contact information

Main Address

123 N 3rd St., Canadian, TX 79014

Mailing Address

Phone number

(806) 323-4046

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 80,600,131

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Edward L. Hedgecoke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Lee Hedgecoke's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2002

Series 63

Date: 1/31/2000

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2000

FINRA

Current Firm

PERENNIAL WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PERENNIAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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