Edward Fandel is a registered investment advisor, based in Myrtle Point, OR, with 22 years of industry experience.
Location
614 Maple Street, Myrtle Point, OR, 97458
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward owns and manages rental properties through Fandel Properties, LLC, and is also a partner in Woodward Creek, LLC, a family investment partnership. He also owns John Fandel LLC, which operates as Coquille Valley Accounting, providing tax preparation and accounting services, taking up nearly all of his time, and is an agent with Avantax Insurance Agency, LLC, selling various annuities and variable insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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