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Tahuna Bea Kidd

Tiaa-Cref Individual & Institutional Services, LLC

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About Tahuna Bea Kidd

Tahuna Kidd is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Tahuna has been in the industry since 2009 and holds multiple licenses, including Series 63, 66 and 7, as well as the SIE exam. Tahuna provides financial planning, and portfolio management services for individuals, and businesses. Tahuna previously worked for Alight Financial Solutions, LLC, and has worked in the financial services industry in Denver and Charlotte.

Firm Information

Tahuna Kidd is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Compensation from affiliates

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Tahuna Kidd’s Registration & Firm History

NC

08/09/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

11/06/2018 - 06/24/2021

ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)

NC

04/21/2009 - 09/25/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

CO

09/16/2008 - 12/18/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 02/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tahuna Bea Kidd.
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