Robert L. Edwards

EDWARDS FINANCIAL & INSURANCE SERVICES

Helotes, TX

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CRD#: 7122730

Professional summary

Robert Lynn Edwards III is a registered financial advisor currently at EDWARDS FINANCIAL & INSURANCE SERVICES located in Helotes, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 2 firms and has passed the Series 65 exam.

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.

BOB EDWARDS IS AN EMPLOYEE AS A SALES MANAGER WITH AMDOCS (1390 Timberlake Manor Parkway Chesterfield, MO 63017) SINCE JULY 2020. THIS BUSINESS IS NOT INVESTMENT RELATED. TIME SPENT ON THIS BUSINESS IS GENERALLY LESS THAN 10 HOURS PER MONTH DURING TRADING OR ANY OTHER HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lynn Edwards III'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

April 2, 2020 - Present

EDWARDS FINANCIAL & INSURANCE SERVICES

RIA

CRD#: 307290

Helotes, TX

Past

May 20, 2019 - March 6, 2020

VERITY ASSET MANAGEMENT

RIA

CRD#: 158667

San Antonia, TX

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

Texas
(4/2/2020)

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 65

Date: 5/7/2019

Uniform Investment Adviser Law Examination

Current Firm

EDWARDS FINANCIAL & INSURANCE SERVICES

EDWARDS FINANCIAL & INSURANCE SERVICES | EDWARDS FINANCIAL & INSURANCE SERVICES, LLC

CRD#: 307290 / SEC#:

Texas

Registered Investment Advisory firm - (4/2/2020 Approved)

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Contact information

Main Address

Helotes, TX

Mailing Address

Phone number

(210) 369-8743

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 3,500,000

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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Robert L. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lynn Edwards III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARDS FINANCIAL & INSURANCE SERVICES

VERITY ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2019

Current Firm

EDWARDS FINANCIAL & INSURANCE SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EDWARDS FINANCIAL & INSURANCE SERVICES

TRUST BUT VERIFY

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