Tanya McCann (CRD# 1019730) is an Investment Advisor Representative working at Horizons Financial Planning in Midland, TX and has over 42 years of experience in the finance industry.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 5232805
Equilibria Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Horizons Financial Planning LLC | Midlland, TX | Feb 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Midland, TX | Jul 2018 - Jan 2020 | 1 |
Investment Professionals, Inc. | San Antonio, TX | Oct 2003 - Sep 2018 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1982 |
S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- TX
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$251,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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