Edgar AtnipCRD Number: 1694951
Current Firm: Oppenheimer & Company Inc.
Edgar Atnip (CRD# 1694951) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Sterling Heights, MI and has over 29 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Fahnestock & Company, Inc.||Sterling Heights, MI||Jan 1999 - Current||24|
|First Advantage Insurance Agency, Inc.||Topeka, KS||Nov 1993 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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