Tara Orendorff
Tara Orendorff is a registered investment advisor at Raymond James & Associates, INC., based in Annapolis, MD, with 25 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2077 Somerville Road, Suite 320, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tara is a co-trustee of her parents' trust since March 2022. This activity is investment-related and requires a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations33 states
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