TC
TC
Tanner Cavaille
6 Years of Experience
Tigard, OR
1 DisclosureBroker
Tanner Cavaille is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 6 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
13221 SW 68th Pwky, #460, Tigard, OR, 97223
Get directionsHistory
Regulatory History (1)
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Financial
February 2017Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2022 - Present · 3 yrs 11 mos
Cetera Investment Services LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
January 2021 - September 2021 · 8 mos
Nylife Securities LLCBroker
April 2019 - January 2021 · 1 yr 9 mos
State Registrations4 states
CAORTXWA
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.