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Donna Lynn Ferrara

TFG FINANCIAL ADVISORS, LLC·NORTH PALM BEACH, Florida
Unclaimed Profile
772 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 7532104Firm CRD# 272027
01

About

Donna Lynn Ferrara is a registered financial advisor based in NORTH PALM BEACH, Florida, affiliated with TFG FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TFG FINANCIAL ADVISORS, LLC
TFG FINANCIAL ADVISORS, LLC
AUM
$112M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TFG FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY REFERRAL FEES
Regulatory
SEC/IARD CRD# 7532104
Firm CRD# 272027
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Lynn Ferrara offer?
Donna Lynn Ferrara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are Donna Lynn Ferrara's credentials?
Donna Lynn Ferrara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Lynn Ferrara located?
Donna Lynn Ferrara is based in NORTH PALM BEACH, Florida, working with TFG FINANCIAL ADVISORS, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does Donna Lynn Ferrara charge for services?
Donna Lynn Ferrara's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TFG FINANCIAL ADVISORS, LLC?
TFG FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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