Berryville, AR Office
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Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
About
Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap‑fee advisory programs, financial planning, retirement plan consulting, investment management consulting (with and without execution), brokerage services, insurance products, and certain M&A advisory services.
BFE delivers both discretionary and non‑discretionary managed solutions that combine proprietary strategies and third‑party model providers, including model portfolios, active/passive ETF strategies, and a Unified Managed Account overlayed by BNY Mellon Advisors. Its in‑house Equity & Fixed Income Portfolios use a quantitative, factor‑based equity approach and fundamental credit research for fixed income, and the brochure notes that performance reporting for accounts holding fixed income products in that program is provided on an ad‑hoc basis upon client request.
The firm operates an internal equity and fixed‑income trading desk and includes custody and clearance services as part of many wrap programs while Pershing serves as the primary qualified custodian, an operational mix less common among large enterprise advisers. BFE’s disclosure also highlights recent regulatory matters (text‑message supervision, complex ETP suitability, and mutual fund share‑class selection) and describes remedial changes to supervisory procedures and product‑selection practices.
Expertise
Occupation focus
Location
910 W Trimble Ave, Suite 2
Berryville AR 72616
Advisors at this office
2
Advisors at this office
Allen R
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 registrations and has 35 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing proprietary strategies alongside third-party model providers.
Mavis L
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc. in Berryville, AR, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2016, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has a limited investment-related role as a power of attorney for another individual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services, combining proprietary and third-party model strategies with in-house equity and fixed income management.
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