Stanley Ray Edgell
Professional Summary
Stanley Ray Edgell is a registered financial advisor currently at STRATEGIC PLANNING, INC. located in Columbus, Ohio. Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Stanley has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 1 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
47 years in the financial services industry
Current & Past Employments
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Current Firm
STRATEGIC PLANNING, INC.
Contact Information
Main Address
7730 Olentangy River Road, Columbus, OH 43235Phone Number
(614) 802-0170# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,156AUM (Assets Under Management)
$376,630,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
STRATEGIC PLANNING, INC.
State Registrations and Notice Filings
(11/2/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Dec 1978Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1992Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stanley Ray Edgell's CRS (Customer Relationship Summary).
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