EK
Firm Information
Compensation
Commission-Based
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
This document is a blank Form ADV Part 2 and does not contain any fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
3445 Peachtree Road Ne, Suite 200, Atlanta, GA, 30326-1156
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the president of the EE Beta Theta Pi Housing Corporation. He also receives residual income from previous insurance sales.
Employment History
Current Registrations
Executive Services Securities, LLC
March 2010 - Present · 15 yrs 10 mos
Balser Financial Corporation
November 2008 - Present · 17 yrs 2 mos
Executive Services Securities, LLC Broker
April 1999 - Present · 26 yrs 9 mos
Previous Registrations
Wma Securities, INC.Broker
August 1998 - April 1999 · 8 mos
Pruco Securities Corporation Broker
August 1995 - November 1997 · 2 yrs 3 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.