Tawny Britton, financial advisor Austin TX
93 score

Tawny Britton

CRD Number: 4519314
Current Firm: Wells Fargo Advisors, LLC

Tawny Britton (CRD# 4519314) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry. Tawny Britton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Austin, TX May 2016 - Current < 1
Bank Of America N.a. Austin, TX Dec 2014 - May 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Oct 2014 - May 2016 1
Ubs Financial Services Inc. Austin, TX Jun 2013 - Oct 2014 1
Wells Fargo Advisors LLC Austin, TX Jan 2011 - Jun 2013 2
Wells Fargo Investments, LLC Austin, TX Jul 2010 - Jan 2011 < 1
Chase Investment Services Corp Austin, TX Nov 2009 - Jul 2010 < 1
Wells Fargo Bank, N.a. Austin, TX Sep 2006 - Oct 2009 3
Chase Investment Services Corp. Chicago, IL Jul 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Tawny L. Britton
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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