Michael Tannery
Michael Tannery is a registered investment advisor at Independent Financial Group, LLC, based in Richardson, TX, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
740 E Campbell Road, Suite 120, Richardson, TX, 75081
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2025Customer Dispute
October 2012Regulatory
June 2006Customer Dispute
May 2002Employment Separation After Allegations
August 1998Customer Dispute
March 1997Other Business ActivitiesSells Insurance
Michael owns Michael Tannery, PLLC, offering accounting and tax services, and is a 50% owner of Tannery Company, a marketing DBA. He is also a Texas insurance agent offering various types of insurance products, and volunteers as a board member at Richardson YMCA.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Equisource Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.