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.
1. Perennial Wealth Advisors. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 5/2024. 120 hrs/month all during trading hrs. Oversee investment management, client communication and financial plans. 2. Fixed Insurance. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed/Traditional insurance. 5/2024. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent insurance agency. Agent. Fixed/Traditional insurance. 5/2024. 1 hr/month all during trading hrs. Provide insurance advice based on the needs of clients. 4. Robin Mitchell, Edward Hedgecoke. Not Investment Related. 49 Prestwick Lane, Amarillo, Texas 79124. Rental property. Owner. 5/1991. 0 hrs/month all during trading hrs. No duties, Long term rental is managed by the tenant. 5. Canadian River Properties LP. Not Investment Related. 49 Prestwick Lane, Amarillo, Texas, 79214. Rental home and RV park. Owner. 6/2010. 0 hrs/month all during trading hrs. RV park and rental home that are professionally managed.
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®
NoneExperience
Current
June 20, 2024 - Present
PERENNIAL WEALTH ADVISORS, LLC
Office #1: 123 N 3rd St., Canadian, TX 79014RIA
CRD#: 329913
CANADIAN, TX
Current
June 20, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 123 N 3rd Street, Canadeian, TX 79014BD
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
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 6, 2000 - July 1, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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.RR
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
RR
Colorado(6/20/2024)
RR
Oklahoma(6/20/2024)
IAR
Oklahoma(6/23/2025)
RR
Texas(6/20/2024)
IAR
Texas(6/20/2024)
RR
Washington(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERENNIAL WEALTH ADVISORS, LLC
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)Upgrade to AdvisorCheck Premium
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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
3
Regulatory assets under management
| Total Number of Accounts | 407 |
| AUM (Assets Under Management) | $ 66,455,042 |
Red Flags
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Company Information
PERENNIAL WEALTH ADVISORS, LLC
Financial AdvisorCRD#: 329913Canadian, TX 79014TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
