Edward
Carpenter
Union Capital Company
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About this Advisor
Edward Carpenter is a financial advisor based in Tucson, Arizona, working with Union Capital Company. Edward has previously held positions at Cr England, Cigna/Medix, Total Benefit Communications, Aflac, Inc, Parsonex Securities, Inc, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Prounlimited/Cigna, Blue Bloodhound, Uber Technologies, Lyft, Inc, Total Transit, Inc, Bbva Compass, Medix/Cigna, Parsonex Securities, Farmers Financial Solutions, Farmers Insurance, Union Capital Company, Humana, Colonial Life Insurance Co, and Truck Movers. Edward has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona and New Mexico. Currently, Edward is part of Union Capital Company, which operates out of Tucson, Arizona. The firm has 23 employees and manages assets totaling $180.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Union Capital Company includes asset-based and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Union Capital Company Brokerage Details
$180,000,000
23
526
$342,205
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edward Carpenter Work History
Colonial Life Insurance Co
Truck Movers
Humana
Union Capital Company
Total Benefit Communications
Farmers Financial Solutions
Farmers Insurance
Prounlimited/Cigna
Blue Bloodhound
Uber Technologies
Lyft, Inc
Total Transit, Inc
Compass Bank
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Bbva Compass
Parsonex Securities, Inc
Parsonex Securities
Cigna/ Medix
Total Benefit Communications
Aflac, Inc
Medix/Cigna
Total Benefit Communications
Cr England
Cr England
Disclosures
Please visit the SEC profile of Edward Carpenter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Union Capital Company
Mill Valley, CA
Carlsbad, CA
Tucson, AZ
Albuquerque, NM
Leander, TX
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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