Tait Wilcox
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
21 yearsExperience
2 statesRegistered in
$18.9BFirm assets
16 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
21 years in the industry.
- Benjamin F. Edwards & Company, Inc.Oct 2024 to now
- Cochise CollegeAug 2016 to May 2017
- Castle and Cooke Arizona Inc.Feb 2005 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 7998110
- Firm CRD
- 146936