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Mervat Tadrous

10 Years of Experience
Lyndhurst, VA
Broker

Mervat Tadrous is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lyndhurst, VA, with 10 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

Lyndhurst, VA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mervat works as a client assistant at Atlantic Union Bank since 2019, dedicating about half of her time. She also works as a client assistant for Atlantic Union Financial Consultants/AUB Wealth Management since 2021, also dedicating about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
April 2015 - Present · 11 yrs 1 mo
Raymond James Financial Services, INC.
April 2015 - Present · 11 yrs 1 mo
State Registrations5 states
CAFLNCVAWV
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.