Frank Tehel has been Managing Member/ CCO of October Effect since September 2015, is a control person of the firm and directly owns 75% or more of it. Frank Tehel holds a Bachelor of Science in Accounting from Old Dominion University.
October Effect LTD. is a Virginia Beach, VA firm with $146M under management, 597 clients and 4 advisers across 3 offices, as of its June 2026 filing.
Frank Tehel is President, CEO, Senior Portfolio Manager of October Effect, Ltd., based in Virginia Beach, Virginia. For the last 44 years, Tehel has maintained a fee-based financial planning practice and investment advisory services covering multi-generational estate planning, portfolio coordination, business succession planning and non-qualified retirement income planning. Tehel has also maintained an active income tax practice.
Frank Tehel’s longest registration was 21 years at Lincoln Financial Advisors Corporation (1994–2015). Before joining October Effect in 2015, Frank Tehel was registered through Lincoln Financial Advisors Corporation.
- October Effect LTD.Current– present · 10 yearsVirginia Beach, VA · Adviser representative · Firm CRD 281369
- Lincoln Financial Advisors Corporation– · 21 yearsVirginia Beach, VA · Adviser representative · Firm CRD 3978
Professional designations
Listed by October Effect
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Certified Tax Planner (CTP)
Investment adviser representative registrations
Frank Tehel is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2015; the most recent is Texas, in March 2023.
- TexasResidentSince 20 March 2023
- VirginiaSince 25 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 1991 |
| Series 24 | General Securities Principal Examination | 27 August 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1981 |
| Series 7 | General Securities Representative Examination | 18 July 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Frank David Tehel
- CRD
- 1000595
- Firm
- October Effect · CRD 281369
- Role
- Managing Member/ CCO
- Office
- ONE COLUMBUS CENTER, SUITE 651A, Virginia Beach, VA 23462
- Registration
- Investment adviser registration
- In the industry since
- August 1981
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- octobereffectltd.com
Where does Frank Tehel work?
Frank Tehel has been Managing Member/ CCO of October Effect LTD. since September 2015, and is a control person of the firm.
Is Frank Tehel a financial advisor?
Yes. Frank Tehel has a current investment-adviser registration in Texas and Virginia, through October Effect since November 2015.
How many years of experience does Frank Tehel have?
Frank Tehel has 45 years in the financial industry, since August 1981, across 2 adviser firms.
What exams has Frank Tehel passed?
Frank Tehel has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1981. FINRA credited Frank Tehel with the SIE, which began in October 2018.
Where did Frank Tehel work before October Effect?
Before October Effect, Frank Tehel was registered through Lincoln Financial Advisors Corporation, September 1994 to November 2015.
Where is Frank Tehel based?
Frank Tehel’s registered office is in Virginia Beach, VA.
Is Frank Tehel registered with FINRA?
No. Frank Tehel has no current broker registration.
Is Frank Tehel a CFP?
October Effect lists Frank Tehel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Frank Tehel’s record?
Search CRD 1000595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frank Tehel’s full registration record.