Tao Financial

Tao Financial (CRD# 310134) is a financial advisory firm headquartered in , . They manage $4,870,164 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.tao-financial.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $79,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Tao Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey George, financial advisor Orlando FL
Jeffrey A. George
CRD#: 6276274
Orlando, FL

Jeffrey George (CRD# 6276274) is an Investment Advisor Representative working at Tao Financial in Orlando, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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