Edward
Carlisle
Soundpath Investment Advisors, LLC
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About this Advisor
Edward Carlisle is a certified financial planner working in Ridgeland, Mississippi, with 17 years of industry experience. Carlisle is an employee of Soundpath Investment Advisors, LLC. They have worked at Soundpath Investment Advisors, Llc for the entirety of their career. Carlisle holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Mississippi. Soundpath Investment Advisors, LLC is a financial advisory company based in Ridgeland, MS. It oversees $747 million in assets under management across its 534 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 534 accounts, 35% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which service is provided. Fees billed by Soundpath Investment Advisors, LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soundpath Investment Advisors, LLC Brokerage Details
$746,836,551
3
534
$1,398,570
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Carlisle Work History
Edward has been registered as a financial advisor for 17 years.*
Medley & Brown, LLC
*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 Carlisle 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 Soundpath Investment Advisors, LLC
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
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.
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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.
