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 20 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 14 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 19 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 20 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 26 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 31 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 17 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 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.