Edward G. Wall

PIONEER FINANCIAL

SOUTH HADLEY, MA 01075

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CRD#: 4729629

Professional summary

Edward G. Wall is a registered financial advisor currently at PIONEER FINANCIAL, INC. located in South Hadley, Massachusetts.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Edward has worked at 2 firms and has passed the Series 66 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.

EDWARD G. WALL IS THE OWNER/OPERATOR OF PIONEER FINANCIAL, INC. IN ADDITION TO AN RIA, IT ALSO PROVIDED TAX PREPARATION AND ACCOUNTING SERVICES. THE LOCATION IS 493 NEWTON STREET SOUTH HADLEY MA 01075. 01/2001. 160 HOURS/MONTH. 1 HOURS/TRADING DAY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward G. Wall'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

November 22, 2005 - Present

PIONEER FINANCIAL, INC.

Office #1: 493 Newton Street, South Hadley, MA 01075

RIA

CRD#: 137940

SOUTH HADLEY, MA

Past

December 16, 2004 - October 13, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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

Massachusetts
(11/22/2005)

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Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/2004

General Securities Representative Examination

Current Firm

PIONEER FINANCIAL, INC.

PIONEER FINANCIAL, INC. | WALL, EDWARD G

CRD#: 137940 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/22/2005 Approved)

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Contact information

Main Address

351 Newton Street, South Hadley, MA 01075

Mailing Address

Phone number

(413) 532-8392

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 7,660,632

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward G. Wall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward G. Wall's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIONEER FINANCIAL, INC.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2005

Series 7

Date: 12/15/2004

Current Firm

PIONEER FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIONEER FINANCIAL, INC.

TRUST BUT VERIFY

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