Tana Pennington
Tana Pennington is a registered investment advisor at The Lynd Group Advisors, LLC, based in Flower Mound, TX, with 3 years of industry experience. Tana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Location
2201 Spinks Road, Suite 249, Flower Mound, TX, 75022
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Tana is an independent insurance agent since 2014, selling health and life insurance. This takes about a quarter of her time, including during securities trading hours.
Employment History
Current Registrations
The Lynd Group Advisors, LLC
State Registrations2 states
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.