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Tanya Barkley Radford

Advisor at Ameriprise — Matador, TX

Updated today

Credentials

Series 66

Experience

20 years

Location

Matador, TX

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Tanya Radford is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is involved in business development and management for food and beverage ventures, serves on the board and budget committee of First Baptist Church Matador, and is a member of the Motley County ISD School Board. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Matador, TX

Matador TX

Advisors at this office

1

Most active in

Texas

Work history

20 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Plano, TX

Ameriprise Financial Services, Inc.

2013 - 2020 • 7 years

Plano, TX

USAA Financial Planning Services

2011 - 2012 • 1 year

Addison, TX

Ameriprise

2006 - 2011 • 5 years

Plano, TX

Ameriprise

2004 - 2006 • 2 years

TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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