Frank TehelCRD Number: 1000595
Current Firm: October Effect Ltd.
Frank Tehel (CRD# 1000595) is an Investment Advisor Representative working at October Effect Ltd. in Virginia Beach, VA and has over 36 years of experience in the finance industry. Frank Tehel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Gradient Securities LLC||Arden Hills, MN||Jul 2016 - Current||1|
|Cranvick Incorporated||Norfolk, VA||Dec 2015 - Current||2|
|Foursome Lane LLC||Virginia Beach, VA||Dec 2015 - Current||2|
|October Effect, Ltd.||Virginia Beach, VA||Nov 2015 - Current||2|
|Fastax Inc.||Virginia Beach, VA||Dec 2014 - Current||3|
|Ace Projects Inc.||Virginia Beach, VA||Jul 2014 - Current||3|
|Ace Holdings LLC||Virginia Beach, VA||Jul 2014 - Current||3|
|Young Life Essential Oils||Virginia Beach, VA||Mar 2013 - Current||5|
|Tehel And Company Inc.||Virginia Beach, VA||Jan 1982 - Current||36|
|Frank Tehel, Sole Proprietor||Virginia Beach, VA||Jan 1982 - Current||36|
|Lincoln Financial Advisors Corporation||Virginia Beach, VA||Sep 1994 - Nov 2015||21|
|Lincoln Financial Advisors Corporation||Virginia Beach, VA||Jul 1988 - Nov 2015||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1981|
|S65||NASAA Investment Advisors Law Examination||Oct 1991|
Total Assets Under Management36MILLIONS
Total Number of Accounts218ACCOUNTS
Average Account Value$163,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, VA
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