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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Bonvini 2015 Family Trust 12 months Sep 2015 - Present
Estate of Libby Blatt 1 year Aug 2015 - Present
Hampton Trust 1 year, 9 months Nov 2014 - Present
Power of Attorney 2 years, 1 month Jul 2014 - Present
Limited Partner 5 years, 11 months Oct 2010 - Present
Trustee 8 years, 8 months Jan 2008 - Present
Spc Insurance, LLC 10 years, 10 months Nov 2005 - Present
Sella & Martinic, LLC 16 years, 10 months Nov 1999 - Present
Raymond James Financial Services, Inc. 32 years, 11 months Oct 1983 - Present
Sella Kinkel Sella Meyers 32 years, 11 months Oct 1983 - Present
Spc Financial Inc 33 years Sep 1983 - Present
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Edward Geoffrey Sella?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Edward Sella

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 1, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 1, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Raymond James Financial Services, Inc.

Last updated on Dec. 24, 2008
    • $17.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 67K
      Accounts
    • $267.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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