William Brian Edwards
Professional Summary
William Brian Edwards is a registered financial advisor currently at RF M&A SERVICES LLC located in Charlotte, North Carolina. William is registered as a RR (Registered Representative) and started their career in finance in 2001. William has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 52TO, SIE, Series 7, Series 14, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BLACKARCH SECURITIES LLC | RF M&A SERVICES LLC | BLACKARCH SECURITIES, LLC
Contact Information
Main Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202Mailing Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202Phone Number
(704) 414-6300Established
North Carolina since 05/03/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/3/2026)
(11/16/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Brian Edwards's CRS (Customer Relationship Summary).
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