Tavco Financial Advisory, Inc.

Tavco Financial Advisory, Inc. (CRD# 290084) is a financial advisory firm headquartered in Springfield, OH. They manage $2,095,699 in 45 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4910 Old Mechanicsburg Rd, Springfield, OH 45502
https://www.tavennerco.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $46,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, KY, MA, MO, OH

Financial Advisors at Tavco Financial Advisory, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Larry Hudson, financial advisor Greenville NC
Larry D. Hudson
CRD#: 1103859
Greenville, NC

Larry Hudson (CRD# 1103859) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Greenville, NC and has over 41 years of experience in the finance industry.

2
James Marsh, financial advisor Fitzgerald GA
James T. Marsh
CRD#: 2150368
Fitzgerald, GA

James Marsh (CRD# 2150368) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Fitzgerald, GA and has over 32 years of experience in the finance industry.

3
Maryanne Moscone, financial advisor Revere MA
Maryanne Moscone
CRD#: 2386117
Revere, MA

Maryanne Moscone (CRD# 2386117) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Revere, MA and has over 30 years of experience in the finance industry.

4
Thomas Tavenner, financial advisor Springfield OH
Thomas J. Tavenner
CRD#: 4720439
4910 Old Mechanicsburg Rd, Springfield, OH 45502

Thomas Tavenner (CRD# 4720439) is an Investment Advisor Representative working at Tavco Financial Advisory, Inc. in Springfield, OH 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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