EP
Edward Price Mahaffy
CRD 1259126
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Clientfirst Wealth Management, Llc | Registered representative | 07/20/2026 |
| Fiduciary Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Clientfirst Wealth Management, Llc
President, Senior Portfolio Manager And Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗