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Tanner Cole Bivens

McAdam LLC

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About Tanner Cole Bivens

Tanner Cole Bivens is a financial advisor at McAdam LLC, an investment advisory firm with offices in Philadelphia, PA, and Chicago, IL. Tanner is a registered Investment Advisor Representative (IAR) in Illinois and Texas. Tanner has experience in the financial services industry, having previously worked at W&S Brokerage Services, Inc. Tanner provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Tanner is committed to helping clients achieve their financial goals.

Firm Information

Tanner Bivens is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Tanner Bivens’s Registration & Firm History

PA

04/25/2022 - Present

McAdam LLC (PHILADELPHIA PA)

OH

07/13/2019 - 12/01/2020

W&S BROKERAGE SERVICES, INC. (NEW ALBANY OH)

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Licenses & Designations

IA

Issued 05/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Tanner Cole Bivens. Review regulatory record here.
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