Unclaimed Profile

Edward L. Carlisle

SOUNDPATH INVESTMENT ADVISORS, LLC·RIDGELAND, Mississippi

Clean recordSOUNDPATH INVESTMENT ADVISORS, LLC

795 WOODLANDS PARKWAY SUITE 104, RIDGELAND, MS 39157CRD# 5221093Firm CRD# 133587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward L. Carlisle · RIDGELAND, MS

Registration

CRD #5221093 · SOUNDPATH INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward L. Carlisle is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with SOUNDPATH INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SOUNDPATH INVESTMENT ADVISORS, LLC

AUM

$747M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOUNDPATH INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5221093

Firm CRD# 133587

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward L. Carlisle offer?

Edward L. Carlisle specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Edward L. Carlisle's credentials?

Edward L. Carlisle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward L. Carlisle located?

Edward L. Carlisle is based in RIDGELAND, Mississippi, working with SOUNDPATH INVESTMENT ADVISORS, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Edward L. Carlisle charge for services?

Edward L. Carlisle's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUNDPATH INVESTMENT ADVISORS, LLC?

SOUNDPATH INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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