Charles A. Edson
Professional summary
Charles Alexander Edson, CFP®, who also goes by Charley Alexander Edson, is a registered financial advisor currently at WEALTH BEING ADVISORS LLC located in Hermosa Beach, California.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charles has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Alexander Edson's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2024 - Present
WEALTH BEING ADVISORS LLC
June 23, 2020 - August 10, 2022
SEIA
June 23, 2020 - August 10, 2022
OSAIC WEALTH, INC.
November 2, 2018 - April 26, 2019
OSAIC WEALTH, INC.
June 5, 2017 - April 26, 2019
SEIA
May 8, 2017 - November 2, 2018
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2024)
Exams
Current Firm
WEALTH BEING ADVISORS LLC
CRD#: 333094 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 381,630 |
Red Flags
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