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Raymon Bedford Tanner

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymon Bedford Tanner · ALLEN, TX
Registration
CRD #2402004 · ACT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at ACT WEALTH MANAGEMENT, LLC

Brennan Gale Cross
ALLEN, TX
Daniel Etheridge Archer
ALLEN, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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