Larry D. Edwards

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

Fairfax, VA 22030

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CRD#: 4520263

Professional summary

Larry Douglas Edwards is a registered financial advisor currently at COMMONWEALTH ASSET MANAGEMENT GROUP LLC located in Fairfax, Virginia.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Larry has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

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.

NORTHERN VA COMMUNITY COLLEGE NON-INVESTMENT RELATED ADJUNCT PROFESSOR PAID $808/CREDIT HOUR TEACHES 3 CLASSES PER SEMESTER SOLE PROPRIETOR COMMONWEALTH AMG. AT PRIMARY RESIDENCE 10101 SCHOOLHOUSE WOODS BURKE VA 22015. 20-50 HRS PER WEEK.FINANCIAL PLANNING, RIA, PORTFOLIO MANAGEMENT, INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Douglas Edwards'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

August 30, 2011 - Present

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

Office #1: 10501 West Drive, Fairfax, VA 22030

RIA

CRD#: 158514

Fairfax, VA

Past

September 14, 2011 - August 17, 2018

BESTVEST INVESTMENTS, LTD.

CRD#: 40302

Fairfax, VA

Past

December 1, 2006 - September 22, 2011

FULCRUM ADVISORY SERVICES, LLC

RIA

CRD#: 131777

RESTON, VA

Past

November 8, 2006 - September 22, 2011

FULCRUM SECURITIES, LLC

CRD#: 140084

SAINT LOUIS, MO

Past

February 23, 2004 - November 10, 2006

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

BETHSEDA, MD

Past

January 13, 2004 - November 10, 2006

NATIONAL PLANNING CORPORATION

CRD#: 29604

BETHSEDA, MD

Past

January 7, 2003 - February 2, 2004

JOHNSTON LEMON ASSET MANAGEMENT INC

RIA

CRD#: 109126

WASHINGTON, DC

Past

April 16, 2002 - February 2, 2004

JOHNSTON, LEMON & CO. INCORPORATED

CRD#: 473

WASHINGTON, DC

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

Virginia
(8/30/2011)

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

IAR

Series 66

Date: 4/30/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/2002

General Securities Representative Examination

Current Firm

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

COMMONWEALTH AMG, LLC | COMMONWEALTH ASSET MANAGEMENT GROUP, LLC | COMMONWEALTH ASSET MANAGEMENT GROUP LLC

CRD#: 158514 / SEC#:

Texas

Registered Investment Advisory firm - (9/22/2021 Terminated)

Virginia

Registered Investment Advisory firm - (8/30/2011 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10501 West Drive, Fairfax, VA 22030

Mailing Address

Phone number

(703) 250-6060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 14,373,044

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.

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Larry D. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Douglas Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

BESTVEST INVESTMENTS, LTD.

FULCRUM ADVISORY SERVICES, LLC

FULCRUM SECURITIES, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

JOHNSTON LEMON ASSET MANAGEMENT INC

JOHNSTON, LEMON & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2002

SIE

Date: 8/17/2018

Series 7

Date: 4/15/2002

Current Firm

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMMONWEALTH ASSET MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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