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Amr Tenney

Realized Financial, Inc.

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About Amr Tenney

Amr Tenney is an investment advisor representative at Realized Financial, Inc. with over 10 years of experience in the industry. Amr has held previous positions with WealthForge Securities, LLC and Edward Jones. Amr is registered with FINRA and holds Series 63, 66, 7 and 22 licenses. Amr specializes in Portfolio Management for Individuals and other RIA and BD, Financial Planning and Educational Seminars. Realized Financial, Inc. serves individuals and is a fee-based firm providing financial planning services.

Firm Information

Amr Tenney is currently registered with Realized Financial, Inc.. Realized Financial, Inc. is a registered investment advisor firm headquartered in California. Founded in 1988, they offer financial planning, portfolio management for individuals and other RIAs and BDs, educational seminars, and publication of periodicals. With a team of 7 investment adviser representatives and 12 registered representatives, Realized Financial, Inc. manages assets for individuals, serving over 1 client with approximately $0 in assets under management.

Not reported

Assets Under Management

4

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for other ria and bd

Portfolio management for other ria and bd

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees and reallowances

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Amr Tenney’s Registration & Firm History

TX

10/25/2022 - Present

Realized Financial, Inc. (AUSTIN TX)

TX

05/17/2019 - 10/31/2019

WEALTHFORGE SECURITIES, LLC (Austin TX)

TX

05/08/2008 - 01/16/2009

EDWARD JONES (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 09/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/17/2019

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 04/29/2019

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amr Tenney.
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