Frank Tehel, financial advisor Virginia Beach VA
96 score

Frank Tehel

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Frank D. Tehel
Phone Number: 757-390-3341
Registered State(s):
  • FL
  • VA
  • NC
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $163,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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