Nicole A Avery-young
Investment adviser representative at Benjamin F. Edwards Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$705.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Benjamin F. Edwards Wealth Management, LLCAug 2025 to now
- Benjamin F. Edwards & Co.Mar 2017 to now
- Bolivar R-1 School DistrictJan 2017 to Mar 2017
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Benjamin F. Edwards Wealth Management, LLC
$705.4MAssets managed
1,104Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3110268
- Firm CRD
- 297750