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Steven Wade Medland

TABR CAPITAL MANAGEMENT, LLC·ORANGE, California
Series 3, Series 7, Series 66Clean record22 years registeredTABR CAPITAL MANAGEMENT, LLC
500 N. STATE COLLEGE BLVD, ORANGE, CA 92868CRD# 4421065Firm CRD# 129959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Wade Medland · ORANGE, CA
Registration
CRD #4421065 · TABR CAPITAL MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TABR CAPITAL MANAGEMENT, LLC
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 66
Registration record
First registered · April 23, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TABR CAPITAL MANAGEMENT, LLC
CRD 129959 · SEC 801-62650
AUM
$203M
Regulatory assets under management
Employees
4
655 client accounts
Services offered by TABR CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TABR CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Steven Wade Medland offer?
Steven Wade Medland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORANGE, California for a consultation.
What are Steven Wade Medland's credentials?
Steven Wade Medland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Wade Medland located?
Steven Wade Medland is based in ORANGE, California, working with TABR CAPITAL MANAGEMENT, LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does Steven Wade Medland charge for services?
Steven Wade Medland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TABR CAPITAL MANAGEMENT, LLC?
TABR CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Mihran Kargenian
ORANGE, CA

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