Kevin TannerCRD Number: 1397749
Current Firm: Saratoga Research & Investment Management
Kevin Tanner (CRD# 1397749) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 30 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Saratoga Research & Investment Management||Saratoga, CA||Apr 1995 - Current||21|
|Firsthand Funds||San Jose, CA||Sep 2005 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||May 1992|
Total Assets Under Management1,638MILLIONS
Total Number of Accounts2,890ACCOUNTS
Average Account Value$566,811
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI