Unclaimed Profile

David Michael Taucher

RAV FINANCIAL SERVICES, LLC·BEACHWOOD, Ohio

Series 6, Series 22, Series 62, Series 63Clean record22 years registeredRAV FINANCIAL SERVICES, LLC

ONE CHAGRIN HIGHLANDS, BEACHWOOD, OH 44122CRD# 1297622Firm CRD# 106632

Profile Verification

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

Identity

David Michael Taucher · BEACHWOOD, OH

Registration

CRD #1297622 · RAV FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

STRATOS WEALTH ADVISORS LLC

Dec 2023 – present

BEACON FINANCIAL ADVISORY LLC

Apr 2020 – Dec 2023

CLEVELAND, OH

DAKOTA WEALTH, LLC

Jul 2019 – Dec 2019

AKRON, OH

SPRINGSIDE PARTNERS LLC

Apr 2019 – Nov 2019

AKRON, OH

SEQUOIA FINANCIAL ADVISORS, L.L.C.

Oct 2016 – Apr 2019

Beachwood, OH

RAV FINANCIAL

May 2004 – Oct 2016

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 62

Series 63

Registration record

First registered · May 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAV FINANCIAL SERVICES, LLC

CRD 106632 · SEC 801-17712

AUM

$301M

Regulatory assets under management

Employees

1,300 client accounts

Services offered by RAV FINANCIAL SERVICES, 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 RAV FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Taucher offer?

David Michael Taucher specializes in Financial Planning, Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are David Michael Taucher's credentials?

David Michael Taucher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Taucher located?

David Michael Taucher is based in BEACHWOOD, Ohio, working with RAV FINANCIAL SERVICES, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does David Michael Taucher charge for services?

David Michael Taucher's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAV FINANCIAL SERVICES, LLC?

RAV FINANCIAL SERVICES, LLC has approximately 14 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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