WELCOME TO EDI FINANCIAL

With First Southwest Company as our clearing partner, we strive to provide you and your clients with excellent service. Our back office team is specially trained to address any questions that may arise. Our team not only interfaces with First Southwest Company, but also all of our direct business partners from mutual funds, insurance products and other financial products that you may need assistance to finalize solutions for clients. Our management team has over 75 years of investment industry experience that stands ready to provide you with the answers you need. Diverse clients need diverse solutions. As an independent investment professional with EDI, your worth lies in providing solutions that transcend the “large firm cookie cutter” platform. We provide you with a diverse array of not only . . .

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JOIN OUR FAMILY

Financial professionals like you have talent and drive to succeed and EDI can help you make the most of that. EDI provides advanced tools and back-end support to help propel your practice forward and help you realize your full potential. Make a bold move that can get you exactly where you want to go in life.

At EDI, our services and products will help you succeed in a competitive industry. We value the opportunity to provide you with the tools and expertise to succeed in your ultimate goal. Working with EDI, you will have unmatched opportunities to succeed professionally, as well as personally. EDI is a firm that highly regards long-term relationships, respects your freedom as an independent financial professional and enables you to get the most out of what you do.

We offer clearing solutions to meet your needs, direct access to multiple products and technology on the go. Through our commitment to your success, we will custom tailor a business structure based on the input you provide. We are open to new ideas and help foster independent thinking to address the needs of your clients and the success of your business. We don’t have sales quotas, we don’t have minimum charges. We ARE seeking truly entrepreneurial-minded pros that bring fresh approaches to providing quality assistance to their client base.

Contact us today to discuss your custom tailored opportunity to branch out and become a true independent professional. We want to be the strong partner standing by your side to help you achieve our common goals.

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