Richardson, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,285,674,078
ClientsTotal clients
25,896
AdvisorsAdvisors at this office
2
Of 461 advisors across 291 offices
Location
740 E Campbell Road, Suite 120
Richardson TX 75081
Advisors at this office
2
Advisors at this office
Tina T
Series 66
Richardson, TX
Independent Financial Group, LLC
Tina Tannery is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Independent Financial Group since 2013. Tina is a notary public and a 50% owner of a DBA used for marketing purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.
Michael T
Series 63, Series 65
Richardson, TX
Independent Financial Group, LLC
Michael Tannery is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Tannery owns and operates an accounting and tax services firm, Michael Tannery, PLLC, and serves as a volunteer board member for the Richardson YMCA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.
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