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Patrick Ryan Edwards

CRD# 4772588·Registered 2004 - 2017
Previously Registered: Being a previously registered professional could mean that Patrick is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Patrick Ryan Edwards was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 2004 - 2017. Patrick had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

USAA FINANCIAL PLANNING SERVICES·CRD# 106352
RIA
Phoenix, AZ
December 13, 2013 - September 19, 2017
USAA FINANCIAL ADVISORS, INC.·CRD# 129035
BD
Phoenix, AZ
November 25, 2013 - September 19, 2017
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
RIA
Phoenix, AZ
January 9, 2008 - August 29, 2012
USAA FINANCIAL ADVISORS, INC.·CRD# 129035
BD
Phoenix, AZ
December 12, 2007 - August 29, 2012
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
Surprise, AZ
February 19, 2007 - November 27, 2007
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
Surprise, AZ
November 22, 2006 - November 27, 2007
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Scottsdale, AZ
June 30, 2004 - November 15, 2006

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Current Firm

UF
USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL PLANNING NETWORK | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | USAA FINANCIAL PLANNING SERVICES | USAA FINANCIAL PLANNING NETWORK, INC. | USAA FINANCIAL PLANNING NETWORK INC

CRD#: 106352 / SEC#: 801-53347

Contact Information

Main Address

9800 Fredericksburg Road, San Antonio, TX 78288-0227

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2017)

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2007About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2004About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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