TM
CFA
TM
CFA

Tavis Mccourt

27 Years of Experience
Nashville, TN
Broker

Tavis Mccourt is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1033 Demonbreun Street, Suite 505, Nashville, TN, 37203

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
12th Street Asset Management
April 2018 - March 2019 · 11 mos
Raymond James & Associates, INC.Broker
April 2012 - January 2018 · 5 yrs 9 mos
Morgan Keegan & Company, INC.Broker
November 1998 - April 2012 · 13 yrs 5 mos
State Registrations1 state
TN
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.
Tavis Mccourt - Financial Advisor | TrueAdvisor