Unclaimed Profile

Tara Lynn Bunch

THE VANGUARD GROUP, INC.·MALVERN, Pennsylvania

THE VANGUARD GROUP, INC.

100 VANGUARD BLVD, MALVERN, PA 19355CRD# 7470785Firm CRD# 105958

Profile Verification

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

Identity

Tara Lynn Bunch · MALVERN, PA

Registration

CRD #7470785 · THE VANGUARD GROUP, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Tara Lynn Bunch is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with THE VANGUARD GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

THE VANGUARD GROUP, INC.

VANGUARD GROUP INC

AUM

$7909.8B

Regulatory assets under management

Employees

980

Total firm employees

View all advisors at THE VANGUARD GROUP, INC. →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Other: ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS

Regulatory

SEC/IARD CRD# 7470785

Firm CRD# 105958

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tara Lynn Bunch offer?

Tara Lynn Bunch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.

What are Tara Lynn Bunch's credentials?

Tara Lynn Bunch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tara Lynn Bunch located?

Tara Lynn Bunch is based in MALVERN, Pennsylvania, working with THE VANGUARD GROUP, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.

How does Tara Lynn Bunch charge for services?

Tara Lynn Bunch's firm is compensated through percentage of aum, other: allocated share of vanguard's total cost of operations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE VANGUARD GROUP, INC.?

THE VANGUARD GROUP, INC. has approximately 980 employees and manages $7909.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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