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.
|October Effect, Ltd.||Virginia Beach, VA||Nov 2015 - Current||2|
|Tehel & Company Inc.||Virginia Beach, VA||Dec 1985 - Current||32|
|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 Management20MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$149,905
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses