Fdx Advisors, Inc.

Fdx Advisors, Inc. (CRD# 104601) is a financial advisory firm headquartered in Sacramento, CA. They manage $4,737,009,928 in 32,086 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,737
    MILLION
  • Total Number of Accounts
    32,086
    ACCOUNTS
  • Average Account Value
    $147,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, IA, IN, MN, ND, NJ, OH, TX, WA

Financial Advisors at Fdx Advisors, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Robert F. Mehringer
CRD#: 3147999
25 Nw Riverside Dr,, Suite 202, Evansville, IN 47708
96
Wealthminder
score

Robert Mehringer (CRD# 3147999) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Evansville, IN and has over 18 years of experience in the finance industry.

2
Lisa A. Dixon
CRD#: 1260963
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
93
Wealthminder
score

Lisa Dixon (CRD# 1260963) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 24 years of experience in the finance industry.

3
Joel S. Mullins
CRD#: 4234199
25 Nw Riverside Drive, Suite 202, Evansville, IN 47708
93
Wealthminder
score

Joel Mullins (CRD# 4234199) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Evansville, IN and has over 17 years of experience in the finance industry.

4
David A. Chandler
CRD#: 5967420
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
90
Wealthminder
score

David Chandler (CRD# 5967420) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

5
Steven J. Dunlap
CRD#: 2232790
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
90
Wealthminder
score

Steven Dunlap (CRD# 2232790) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 16 years of experience in the finance industry.

6
Shari Hensrud
CRD#: 6012270
Grand Forks, ND
90
Wealthminder
score

Shari Hensrud (CRD# 6012270) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Grand Forks, ND and has 1 year of experience in the finance industry.

7
Tyler D. Mull
CRD#: 6139173
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
90
Wealthminder
score

Tyler Mull (CRD# 6139173) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 4 years of experience in the finance industry.

8
Daniel C. Zimmer
CRD#: 5426059
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
90
Wealthminder
score

Daniel Zimmer (CRD# 5426059) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 7 years of experience in the finance industry.

9
Andrew P. Kirchner
CRD#: 6298081
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
89
Wealthminder
score

Andrew Kirchner (CRD# 6298081) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 3 years of experience in the finance industry.

10
Jose L. Leiva
CRD#: 4524234
2399 Gateway Oaks Drive, Suite 200, Sacramento, CA 95833
88
Wealthminder
score

Jose Leiva (CRD# 4524234) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 2 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.