Cambridge Investment Research Advisors
43yrs
Top advisor by experience in Cornelius
24yrs
Edwin Gresham
Full name on record: Edwin Bennett Gresham
Financial advisor at Raymond James Financial Services Advisors
Edwin Gresham has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Cornelius, North Carolina. After four years at Wells Fargo Advisors, Edwin joined Raymond James Financial Services Advisors in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 185 advisors with offices in Cornelius, and one of 171 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 25% by experience in Cornelius
Office7632 Norman Island Dr, Cornelius, NC 28031
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2008 – 2012Wells Fargo Clearing Services, LLCPreviously
Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edwin
How do I contact Edwin?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Edwin Gresham. Edwin works from the Cornelius, NC office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2003, about 24 years. Top 25% by experience in Cornelius.
What licenses does Edwin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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