Edward
Panfili
Investor Fan
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About this Advisor
Edward Panfili is a financial advisor based in Boise, Idaho, working with Investor Fan. Edward has previously held positions as a Self-Employed Insurance Agent, at Northwestern National Life Insurance Com, Pacific West Securities, Inc, and Panfili Financial Services, Inc. Edward has passed the Series 63 regulatory exam and is registered to provide services in Texas and Washington. Currently, Edward is part of Investor Fan, which operates out of Boise, Idaho. The firm has 8 offices and 8 employees. The firm manages assets totaling $255.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Investor Fan includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investor Fan Brokerage Details
$255,405,413
8
1,060
$240,949
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Edward Panfili Work History
Pacific West Securities, Inc
Panfili Financial Services, Inc
Northwestern National Life Insurance Com
Self -Employed Insurance Agent
Disclosures
Please visit the SEC profile of Edward Panfili to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investor Fan
Burien, WA
Coeur D'Alene, ID
Boise, ID
Granada Hills, CA
Upland, IN
Moraga, CA
Big Timber, MT
La Grande, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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