Edward Fandel, financial advisor Myrtle Point OR

Edward Fandel

CRD Number: 4505319
Current Firm: Avantax Advisory Services

Edward Fandel (CRD# 4505319) is an Investment Advisor Representative working at Avantax Advisory Services in Myrtle Point, OR and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency LLC Myrtle Point, OR Aug 2020 - Current 3
Avantax Advisory Services Myrtle Point, OR Jan 2016 - Current 8
Avantax Investment Services, Inc. Myrtle Point, OR Nov 2003 - Current 20
Fandel & Wheeler Myrtle Point, OR Aug 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Edward J. Fandel
Phone Number: 972-870-6000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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