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Tiffany Nichole Grayson-Tauzin

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.·LAFAYETTE, Louisiana
SIE, Series 7, Series 63, Series 65Clean record20 years registeredFINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
412 WEST UNIVERSITY STE 102, LAFAYETTE, LA 70506CRD# 4980717Firm CRD# 154136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tiffany Nichole Grayson-Tauzin · LAFAYETTE, LA
Registration
CRD #4980717 · FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. · 20 years registered
Brand Profile
Not yet started
01

Career History

FMSA
Oct 2015 – present
J.P. MORGAN SECURITIES LLC
Oct 2012 – Oct 2015
LAFAYETTE, LA
CHASE INVESTMENT SERVICES CORP.
Feb 2009 – Oct 2012
LAFAYETTE, LA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jul 2006 – Jun 2007
LAFAYETTE, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · July 10, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
CRD 154136 · SEC 801-71764
AUM
$169M
Regulatory assets under management
Employees
12
1,417 client accounts
Services offered by FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. →
Introduction

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05

Frequently Asked Questions

What services does Tiffany Nichole Grayson-Tauzin offer?
Tiffany Nichole Grayson-Tauzin specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Tiffany Nichole Grayson-Tauzin's credentials?
Tiffany Nichole Grayson-Tauzin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tiffany Nichole Grayson-Tauzin located?
Tiffany Nichole Grayson-Tauzin is based in LAFAYETTE, Louisiana, working with FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Tiffany Nichole Grayson-Tauzin charge for services?
Tiffany Nichole Grayson-Tauzin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.?
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. has approximately 12 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

Victor Scott Sonnier
LAFAYETTE, LA

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