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EP

Edgar R. Page

CRD#: 733481
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EP
Edgar Ronald Page

Professional summary


Edgar Ronald Page was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Edgar is a previously registered financial advisor and started their career in finance in 1981. Prior to being barred, Edgar had worked at 6 firms, which includes PAGEONE FINANCIAL INC., NEXT FINANCIAL GROUP INC., PRIME CAPITAL SERVICES INC., WALNUT STREET SECURITIES INC., ADVANTAGE CAPITAL CORPORATION, FORESTERS FINANCIAL SERVICES INC..

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Page

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.

Blog Corner


CRS (Client Relationship Summary)


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

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


Past

May 3, 2004 - May 27, 2016

PAGEONE FINANCIAL, INC.

RIA
CRD#: 105340
MALTA, NY
Past

May 1, 2001 - September 16, 2009

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
CLIFTON PARK, NY
Past

October 15, 1993 - May 1, 2001

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

July 18, 1991 - April 21, 1992

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

September 22, 1982 - February 5, 1991

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

June 26, 1981 - October 20, 1982

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6
Date: 6/24/1981
Investment Company Products/Variable Contracts Representative Examination

Current Firm


PF
PAGEONE FINANCIAL, INC.
NORTH AMERICAN CAPITAL TIMING INC | PAGEONE FINANCIAL, INC.

CRD#: 105340 / SEC#: 801-28756

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Contact information


Main Address
485 Glen Street, Suite 1, Glens Falls, NY 12801
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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.

Company Information


PAGEONE FINANCIAL, INC.

CRD#: 105340

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