Edward Tandy-Mcglasson, financial advisor Newport Beach CA
90 score

Edward Tandy-Mcglasson

CRD Number: 6147711
Current Firm: J.derek Lewis & Associates, Inc.

Edward Tandy-Mcglasson (CRD# 6147711) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Self / Golf Event Consultant Orange, CA Oct 2014 - Current 3
Jdl Securities Corp Newport Beach, CA Sep 2013 - Current 4
J. Derek Lewis & Associates Inc. Newport Beach, CA Sep 2013 - Current 4
Green Street Advisors, Inc. Newport Beach, CA Dec 2012 - Aug 2013 < 1
Auction.com Commercial Newport Beach, CA May 2012 - Dec 2012 < 1
Unemployed Orange, CA Nov 2011 - May 2012 < 1
Rock Harbor Church Costa Mesa, CA May 2011 - Nov 2011 < 1
Unemployed North Tustin, CA Dec 2010 - May 2011 < 1
First American Santa Ana, CA May 2010 - Nov 2010 < 1
Unemployed North Tustin, CA Dec 2009 - May 2010 < 1
Edwards Golf Dream, LLC Newport Beach, CA Jun 2006 - Nov 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Edward E. Tandy-Mcglasson
Phone Number: 949-752-9096
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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