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Edgar Anthony Barbour

Advisor at Truist Advisory Services — Dunn, NC

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Dunn, NC 28334

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,946

Across 643 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Edgar Barbour is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its solutions.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Dunn, NC

107 W Broad St, Fl 1

Dunn NC 28334

Advisors at this office

1

Most active in

North Carolina

Work history

25 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, INC.

2021 - Present • 5 years

Dunn, NC

Bb&T Securities, Llc

2018 - 2021 • 3 years

Benson, NC

Bbtis

2011 - 2018 • 7 years

Dunn, NC

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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Jessica L

Series 66

Four Oaks, NC

Mercer Global Advisors Inc.

Jessica Lester is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Wells Fargo. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options alongside financial planning and tax support services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Joshua T

Series 63, Series 65

Four Oaks, NC

J. W. Cole Advisors, Inc.

Joshua Tirado is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of his advisory role, he manages Healthy Wealthy & Wise, a company providing marketing for educational webinar services focused on client life improvement. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner

Brian J

CFP®, Series 63, Series 66

Four Oaks, NC

Fidelity

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

Wealth management

Robbie M

Series 66

Dunn, NC

Edward Jones

Robbie Misplay is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current position since 2014 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an emphasis on both non-discretionary and discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Military & Veterans
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Megan S

Series 66

Godwin, NC

Edward Jones

Megan Stewart is a Series 66-registered financial advisor with Edward Jones in Godwin, North Carolina, and has 17 years of industry experience. Her work history includes roles at Edward Jones, Merrill, New England Premier GSP, Massachusetts Mutual Life Insurance Co, and Granite State College. Outside of advising, she owns Stewart Farm and Land Management LLC, where she provides landscaping services and raises goats and rabbits, and previously owned a dog breeding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Melissa S

CFP®, Series 63, Series 66

Dunn, NC

Cambridge Investment Research Advisors

Melissa Scott is a CFP® professional with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at First Bancorp and Infinex Investments, as well as First Citizens Investor Services. Outside of advisory work, she is a board member of the Dunn Committee of 100 and owns businesses in agriculture and insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports a range of investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored by independent Financial Professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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