Unclaimed Profile

Donna Lynn Ferrara

TFG FINANCIAL ADVISORS, LLC·NORTH PALM BEACH, Florida

Clean recordTFG FINANCIAL ADVISORS, LLC

772 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 7532104Firm CRD# 272027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Lynn Ferrara · NORTH PALM BEACH, FL

Registration

CRD #7532104 · TFG FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TFG FINANCIAL ADVISORS, LLC

AUM

$112M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY REFERRAL FEES

Regulatory

SEC/IARD CRD# 7532104

Firm CRD# 272027

View on FINRA BrokerCheck →

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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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