David Taucher, financial advisor Beachwood OH
96 score

David Taucher

CRD Number: 1297622
Current Firm: Rav Financial

David Taucher (CRD# 1297622) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has over 30 years of experience in the finance industry. David Taucher 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
Rav Financial Services, LLC Beachwood, OH Jan 1995 - Current 21
Mutual Service Corporation Independence, OH Jan 1995 - Dec 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for David M. Taucher
Phone Number: 216.831.4900
Firm Website: http://ravfinancial.com
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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