Edward Felan is a registered investment advisor, based in Medford, OR, with 21 years of industry experience.
Location
4451 Brown Ridge Terrace, Suite 101, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edward is a committee member for the City of Medford Oregon, an officer of Felan Group LLC, a trustee for Grand Lodge of Oregon, an associate/employee of SilverTree Collective, and a board member for United Way of Jackson County. He dedicates about 10-20% of his time to SilverTree Collective and minimal time to the other activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
Mcdonald Investments INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.