Tatyana Bunich
Tatyana Bunich is a registered investment advisor at Independent Financial Group, LLC, based in Columbia, MD, with 31 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
8850 Columbia 100 Parkway, Suite 403, Columbia, MD, 21045
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2021Customer Dispute
July 2020Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Tatyana is an insurance agent, spending a few hours per week on fixed insurance. She also owns Financial 1 Wealth Management Group and Financial 1 Wealth, DBAs offering securities, advisory, and insurance services, dedicating full-time hours to these activities, and offers tax preparation services for about a quarter of her time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Allied Beacon Partners, INC.Broker
H. Beck, INC.Broker
Next Financial Group, INC.Broker
Triad Advisors, INC.Broker
Next Financial Group, INC.Broker
Pruco Securities CorporationBroker
Advantage Capital CorporationBroker
Royal Alliance Associates, INC.Broker
Bhcm INC.Broker
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations11 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.