Advisor at Raymond James & Associates — Tampa, FL N Tampa Street
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Tampa, FL 33602
Raymond James & Associates
Institution
I was reading books on the stock market like William O'Neil's "How to make money in stocks" before graduating high school. Then through a series of personal financial experiences I decided to be an advisor. My father died at age 50, my mother's parents didn't have a trust or prenuptial agreement in place with a late age marriage by her father in his 90's. The results of that were not positive. After serving in the USAF I decided to get a degree in Finance with a minor in Economics. I wanted to help others which led me to helping employees in retirement plans along with working with individuals to improve their financial well being.
Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership.
Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
Tampa, FL N Tampa Street
100 N Tampa Street, Suite 2400
Tampa FL 33602
Advisors at this office
28
Florida · Texas
27 years of industry experience
Raymond James & Associates
2017 - 2018 • 1 year
Wesley Chapel, FL
Raymond James & Associates, INC
2016 - Present • 10 years
Tampa, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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