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David Leslie Edwards

Advisor at Thrivent Investment Management — Hayesville, NC

Updated today

Credentials

Series 66

Experience

18 years

Location

Hayesville, NC

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Hayesville, NC

Hayesville NC

Advisors at this office

2

Most active in

Florida · North Carolina

Work history

18 years of industry experience

Thrivent Financial for Lutherans

2008 - Present • 18 years

Appleton, WI

Thrivent Investment Management Inc

2008 - Present • 18 years

Gainesville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Debra J

Series 63, Series 66

Murphy, NC

Jones & Co Wealth Management, Inc

Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

General retirement planning

Deana B

CFP®

Blairsville, GA

Contemporary Financial Planning

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Divorce financial planning Business sale tax planning Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Divorced Women Divorced Baby Boomers (Born 1946-1964)
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Scott M

CFP®, Series 65

Blairsville, GA

CapSouth Wealth Management

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies Charitable giving & philanthropy Founder/Business Owner Executive
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Robert W

Series 63, Series 66

Hiawassee, GA

Capital Investment Advisory Services, LLC

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Richard C

Series 63, Series 66

Andrews, NC

IFG Advisory, LLC

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James H

Series 66

Blairsville, GA

Foundations Investment Advisors LLC

James Huhn is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms including IAMS Wealth Management, Brookstone Wealth Advisors, and SIGMA Financial Corporation. Outside of his advisory role, he is president of Wellness Technologies Group, a company involved in the sales of nutritional and technology products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and employs model portfolios alongside discretionary or non-discretionary authority, with access to various sub-advisers and custodians.

ESG / Sustainable investing
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