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Raymon Bedford Tanner

ACT WEALTH MANAGEMENT, LLC·ALLEN, Texas
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ONE BETHANY EAST, ALLEN, TX 75013CRD# 2402004Firm CRD# 155131
01

About

Raymon Bedford Tanner is a registered financial advisor based in ALLEN, Texas, affiliated with ACT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACT WEALTH MANAGEMENT, LLC
ACT WEALTH MANAGEMENT, LLC
AUM
$395M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ACT WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2402004
Firm CRD# 155131
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymon Bedford Tanner offer?
Raymon Bedford Tanner specializes in Investment Management, Fee-Only Advisory. Contact their office in ALLEN, Texas for a consultation.
What are Raymon Bedford Tanner's credentials?
Raymon Bedford Tanner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymon Bedford Tanner located?
Raymon Bedford Tanner is based in ALLEN, Texas, working with ACT WEALTH MANAGEMENT, LLC. Their office serves clients in the ALLEN metropolitan area and surrounding communities.
How does Raymon Bedford Tanner charge for services?
Raymon Bedford Tanner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACT WEALTH MANAGEMENT, LLC?
ACT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALLEN
Daniel Etheridge Archer — ACT WEALTH MANAGEMENT, LLCRobert Siegmund Rothe — WEALTH MANAGEMENT GROUP, LLCBrennan Gale Cross — ACT WEALTH MANAGEMENT, LLCHenry Joseph Lessner — WEALTH MANAGEMENT GROUP, LLCJennifer Nicole Sanford — FINANCIAL GRAVITY WEALTH, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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