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Zane P Tarence

Founders M & A Advisory, LLC

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About Zane P Tarence

Zane P. Tarence is a securities professional with over 10 years of experience in the industry. Zane is currently registered with Founders M&A Advisory, LLC as a General Securities Principal and holds Series 63, 24, SIE, and 79 licenses. Zane has held prior roles at M&A Securities Group, Inc. and Burch & Company, Inc, where he gained experience in the financial services industry. Zane has a diverse background in investment banking and securities, and is dedicated to providing clients with personalized financial solutions.

Firm Information

Zane Tarence is currently registered with Founders M & A Advisory, LLC. Founders M&A Advisory, LLC is a Limited Liability Company formed on October 30, 2013. The firm is registered in Alabama, New York, and Texas and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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Zane Tarence’s Registration & Firm History

AL

03/24/2016 - Present

Founders M&A Advisory, LLC (Birmingham AL)

AL

01/30/2013 - 04/07/2016

M&A SECURITIES GROUP, INC. (BIRMINGHAM AL)

AL

02/08/2011 - 02/28/2013

BURCH & COMPANY, INC (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 11/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zane P Tarence.
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