Edwin A. Barkel

Education

  • J.D., University of Detroit Mercy School of Law, 1988, Order of Barristers 
  • M.B.A., University of Detroit Mercy School of Law, 1988
  • B.A., Hope College, 1984

Bar Admissions

  • Arizona, 2002
  • Ohio, 1988

Edwin A. Barkel

Partner
40 North Central Avenue
Suite 1900
Phoenix, Arizona 85004
Phone 602.262.5377
Fax 602.734.3849

About Edwin Barkel

Mr. Barkel is a partner in the firm’s Securities Litigation practice group. Mr. Barkel defends broker-dealers and individual brokers in arbitrations and litigated matters. He also provides consulting services in compliance-related matters including supervisory system design, special investigations, special supervision programs, branch office examinations and regulatory mandated consulting.

Mr. Barkel worked for 8 years in the securities industry before joining Lewis and Roca in 2002. Mr. Barkel has been Senior Vice President and General Counsel for a mid-sized broker-dealer and more recently was the Associate General Counsel and an Assistant Director of Compliance at SunAmerica Securities, Inc. He also spent two years as a securities registered representative before moving into management.

Prior to entering the securities industry, he spent six years in private practice concentrating on mergers & acquisitions, general corporate matters, securities, and litigation. Mr. Barkel’s securities industry background enables him to offer unique “insider” insight, knowledge, experience and understanding to clients.

Mr. Barkel held several securities licenses including, NASD Series 7, 24, 63 and 65. Mr. Barkel has previously held Life, Health and Variable Insurance licenses and has acted as an expert witness in securities arbitration matters. While in law school, Mr. Barkel was an active member of the University of Detroit Mercy College of Law Moot Court Board of Directors.

Memberships and Affiliations

  • Securities Industry Association Compliance and Legal Division, Member
  • Financial Planning Association, Member

Publications

Speaking Engagements

  • Suitability Conference, National Regulatory Service, 2002
  • Annual Firm Element Compliance Program, Wachovia Securities Phoenix Complex, 2002
  • Annual Firm Element Compliance Program, Wachovia Securities Phoenix Complex, 2003 
  • Business Succession Planning, Carillon Investments National Conference, 2004
  • Investment Advisor Regulatory Update, FPA of Greater Phoenix,  2004 
  • Business Succession Planning, Society of Financial Service Professionals, 2006 
  • Business Succession Planning, FPA of Greater Phoenix, 2008
  • Current Issues In Securities Arbitration, Scottsdale Insurance Underwriters, 2009
  • Securities Arbitration, Regulatory Issues and Claim avoidance, United Planners Annual Partners Conference, 2009 
  • On the Record Interviews, Woodbury Investments Regional Manager Meeting, 2011 
  • FINRA Arbitration Update, Securities Regulation Section of the State Bar of Arizona, 2011
  • Hot Topics for In-House Counsel in Evolving Regulatory Landscape, Lewis and Roca Year-End CLE for In-House Counsel, 2011

Other Distinctions

Mr. Barkel is listed in the 2013 edition of The Best Lawyers in America®, by Woodward/White, Aiken, S.C. in the categories of Commercial Litigation and Securities Litigation.