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
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 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 19 years of experience in the finance industry.

2
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 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 18 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 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 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 30 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

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