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Tawni-Marie Tunno

21 Years of Experience
Beaver, PA
Broker

Tawni-Marie Tunno is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beaver, PA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

205 College Ave, Beaver, PA, 15009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tawni-Marie works as a registered client associate for Covenant Financial Advisors, dedicating about half of her time. She also works part-time at Victoria Secret, spending about 10-20% of her time on merchandising and inventory duties.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - November 2013 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - November 2013 · 6 yrs 5 mos
Janney Montgomery Scott LLCBroker
August 2004 - June 2007 · 2 yrs 10 mos
State Registrations3 states
FLNJPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.