Tanya J. Mccann
Professional summary
Tanya J Mccann, who also goes by Tanya Jo Boatright, Tanya Jo Boatright Mccann, is a registered financial advisor currently at HORIZONS FINANCIAL PLANNING located in Midland, Texas.
Tanya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Tanya has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tanya J Mccann's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2020 - Present
HORIZONS FINANCIAL PLANNING
Office #1: 3009 N Big Spring, Midland, TX 79705July 13, 2018 - January 17, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
July 13, 2018 - January 17, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
October 30, 2003 - September 24, 2018
INVESTMENT PROFESSIONALS, INC.
October 30, 2003 - September 24, 2018
INVESTMENT PROFESSIONALS, INC.
May 11, 1998 - November 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
May 11, 1998 - November 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
January 22, 1982 - May 11, 1998
PRINCIPAL FINANCIAL SECURITIES,INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2020)
Exams
Current Firm
HORIZONS FINANCIAL PLANNING
CRD#: 308216 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 63,039,184 |
Red Flags
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