Tara OrendorffCRD Number: 3063276
Current Firm: Raymond James & Associates, Inc.
Tara Orendorff (CRD# 3063276) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 17 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Raymond James And Associates||Washington Dc, DC||May 2016 - Current||1|
|Wells Fargo Advisors LLC||Baltimore, MD||May 2009 - May 2016||7|
|Wachovia Securities, LLC||Columbia, MD||Aug 2006 - May 2009||2|
|Wachovia Securities Financial Network, LLC||Columbia, MD||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)