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Raymon Bedford Tanner

ACT Wealth Management, LLC

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About Raymon Bedford Tanner

Raymon Bedford Tanner is an investment advisor representative with Act Wealth Management, LLC in ALLEN, TX. Raymon Tanner has been in the industry since January 1994. Raymon Tanner is licensed to provide investment advice in both Texas and New Mexico.

Firm Information

Raymon Tanner is currently registered with ACT Wealth Management, LLC. ACT Wealth Management, LLC is a registered investment advisor based in ALLEN, TX. The firm has 4 investment adviser representatives and manages approximately $394,882,590 in regulatory assets under management. ACT Wealth Management provides portfolio management for individuals and pension consulting services. They primarily serve high-net-worth individuals and other individuals. The firm's website can be found at HTTPS://WWW.ACTWEALTHMANAGEMENT.COM.
ACT Wealth Management, LLC

ONE BETHANY EAST

ALLEN, TX 75013

$394.88M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Raymon Tanner’s Registration & Firm History

TX

12/08/2010 - Present

ACT Wealth Management, LLC (ALLEN TX)

MO

01/21/1994 - 12/16/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/21/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymon Bedford Tanner.
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