Edward
Carpenter
Union Capital Company
Answer a few questions and
get matched with an advisor.
About this Advisor
Edward Carpenter is a financial advisor operating out of Tucson, Arizona with 6 years of industry experience. Carpenter is on the advisory team at Union Capital Company. Carpenter has gained experience at Parsonex Securities, Inc, Cr England, Cigna/ Medix, Total Benefit Communications, Aflac, Inc, Bbva Compass, 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, Medix/Cigna, Aflac, Parsonex Securities, Farmers Financial Solutions, Farmers Insurance and Union Capital Company. Carpenter maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and New Mexico. Union Capital Company is a company based in Tucson, AZ. It oversees $140 million in assets under management between its 550 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 550 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which service is offered. Fee types charged by Union Capital Company may include some combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Union Capital Company Brokerage Details
$140,000,000
27
550
$254,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edward Carpenter Work History
Edward has been registered as a financial advisor for 6 years.*
Union Capital Company
Prounlimited/Cigna
Total Benefit Communications
Blue Bloodhound
Uber Technologies
Lyft, Inc
Total Transit, Inc
Farmers Financial Solutions
Farmers Insurance
Bbva Compass
Compass Bank
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Parsonex Securities, Inc
Parsonex Securities
Cigna/ Medix
Total Benefit Communications
Aflac, Inc
Medix/Cigna
Total Benefit Communications
Aflac
Cr England
Cr England
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Tucson, AZ
Mill Valley, CA
Carlsbad, CA
Albuquerque, NM
Van Meter, IA
Leander, TX
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
