Edi Investment Advisor Corporation

Edi Investment Advisor Corporation (CRD# 124129) is a financial advisory firm headquartered in Irving, TX. They manage $18,049,653 in 158 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1431 Greenway Drive, Suite 330, Irving, TX 75038
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $114,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CT, FL, TX

Financial Advisors at Edi Investment Advisor Corporation
Showing 1 - 9 of 9 top financial advisors.
1
Deborah Fleming, financial advisor Granbury TX
Deborah E. Fleming
CRD#: 2902488
5409 Acton Highway, Granbury, TX 76049
96
Wealthminder
score

Deborah Fleming (CRD# 2902488) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Granbury, TX and has over 20 years of experience in the finance industry.

2
Bryan Bourgeois, financial advisor Irving TX
Bryan J. Bourgeois
CRD#: 4691362
1431 Greenway Drive, Suite 330, Irving, TX 75038
93
Wealthminder
score

Bryan Bourgeois (CRD# 4691362) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 13 years of experience in the finance industry.

3
Myrna Hill, financial advisor Amarillo TX
Myrna L. Hill
CRD#: 3143369
2700 S. Western, Amarillo, TX 79109
93
Wealthminder
score

Myrna Hill (CRD# 3143369) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Amarillo, TX and has over 19 years of experience in the finance industry.

4
John Penn, financial advisor Irving TX
John M. Penn
CRD#: 2914828
1431 Greenway Drive, Suite 330, Irving, TX 75038
93
Wealthminder
score

John Penn (CRD# 2914828) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 20 years of experience in the finance industry.

5
Anthony Brasuell, financial advisor Benton AR
Anthony P. Brasuell
CRD#: 2171693
402 W South Street, Benton, AR 72015
90
Wealthminder
score

Anthony Brasuell (CRD# 2171693) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Benton, AR and has over 25 years of experience in the finance industry.

6
Sean Kramer, financial advisor Irving TX
Sean W. Kramer
CRD#: 6615447
1431 Greenway Drive, Suite 330, Irving, TX 75038
87
Wealthminder
score

Sean Kramer (CRD# 6615447) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has 1 year of experience in the finance industry.

7
Joel Woods, financial advisor Irving TX
Joel F. Woods
CRD#: 1470780
1431 Greenway Drive, Suite 330, Irving, TX 75038
83
Wealthminder
score

Joel Woods (CRD# 1470780) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 31 years of experience in the finance industry.

8
Gary Gray, financial advisor Irving TX
Gary D. Gray
CRD#: 4171086
1431 Greenway Drive, Suite 330, Irving, TX 75038
81
Wealthminder
score

Gary Gray (CRD# 4171086) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 17 years of experience in the finance industry.

9
Roy Williams, financial advisor Stratford CT
Roy A. Williams
CRD#: 1069297
3200 Main Street, Stratford, CT 06614
63
Wealthminder
score

Roy Williams (CRD# 1069297) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Stratford, CT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals