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Ryan C. Edwards
INTRUA FINANCIAL
Watchung, NJ
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CRD#: 5842382
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Professional summary
Ryan Chandler Edwards, CFP® is a registered financial advisor currently at INTRUA FINANCIAL located in Watchung, New Jersey.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 3 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.
1. 10/12/2010: CORNERSTONE INVESTMENT STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 03/13/2019 - 836 Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 02/07/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 11/9/2021 - Intrua Financial, LLC - DBA: Intrua Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/01/2021 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Intrua Financial LLC, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/12/2022 - Intrua Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/20/2020 - 160 Hours Per Month/143 Hours During Securities Trading. 5. 3/21/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Promissory Note/Loan - LPL Financial Advisor - Start Date - 02/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Chandler 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®
CFP®
Start date: 2014
Experience
Current
November 18, 2021 - Present
INTRUA FINANCIAL
RIA
CRD#: 281554
Watchung, NJ
Past
January 28, 2014 - December 9, 2021
INTRUA ADVISORY GROUP LLC
RIA
CRD#: 169512
Shreveport, LA
Past
November 2, 2010 - January 15, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
WATCHUNG, NJ
Past
October 4, 2010 - November 14, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WATCHUNG, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)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
California(1/15/2025)
IAR
Louisiana(11/18/2021)
IAR
New Jersey(1/3/2022)
IAR
Texas(11/18/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INTRUA FINANCIAL
COMPASS WEALTH SOLUTIONS | WORKOPTIONAL | RANDY GILLESPIE & ASSOCIATES | OAKMONT FINANCIAL GROUP | JEFF PEACE FINANCIAL | INTRUA FINANCIAL LLC | INTRUA FINANCIAL ADVISORY SERVICES | INTRUA FINANCIAL | HORIZENT TEAM | FREEDOM WEALTH ALLIANCE | CORNERSTONE INVESTMENT STRATEGIES
CRD#: 281554 / SEC#: 801-106767
RIA
Registered Investment Advisory firm - (10/23/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3737 Buffalo Speedway Suite 400, Houston, TX 77098
Mailing Address
Phone number
(713) 355-9910
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,051 |
| AUM (Assets Under Management) | $ 1,212,765,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
