TB
TB

Tanner Bass

10 Years of Experience
Fayetteville, AR
Broker

Tanner Bass is a registered investment advisor at Raymond James & Associates, INC., based in Fayetteville, AR, 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 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
Loading...

Location

3945 N. Vantage Dr., Suite 3, Fayetteville, AR, 72703

Get directions

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.

Learn about disclosures →
Other Business Activities

Tanner works as a Trust Officer for BXS Trust (BancorpSouth) since March 2020, focusing on Trust/Estate Planning. This role takes nearly full-time hours each month, all during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Infinex Investments, INC.Broker
February 2021 - August 2022 · 1 yr 6 mos
Infinex Investments, INC.
February 2021 - August 2022 · 1 yr 6 mos
Arvest Wealth Management
May 2015 - March 2020 · 4 yrs 10 mos
Arvest Wealth ManagementBroker
February 2015 - March 2020 · 5 yrs 1 mo
State Registrations13 states
ALARAZCAFLGAMONCNMOKTNTXWI
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.