Tavenner Financial, LLC
Tavenner Financial, LLC (CRD# 153941) is a financial advisory firm headquartered in Frederick, MD. They manage $1,714,377 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$285,730
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Thomas Tavenner (CRD# 2883973) is an Investment Advisor Representative working at Tavenner Financial, LLC in Frederick, MD and has over 19 years of experience in the finance industry. Thomas Tavenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.