Tina J. Tenret
THE TENRET COMPANY
TAMPA, FL 33606
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CRD#: 5096353
Professional summary
Tina Joan Tenret, CFP® is a registered financial advisor currently at THE TENRET COMPANY, LLC located in Tampa, Florida.
Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tina has worked at 3 firms and has passed the SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Tampa Bay Academy of Collaborative Professionals; Not Investment Related; Address: no physical address,Tampa FL 33756 Nature of Business: Community/Charitable/Civic; Position: Board Member; Start Date: 10/1/2014 Hours per month: 0% - 10% (0 - 16 hours); Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board Member duties.
2. Athena Society; Not Investment Related; Address: P.O. Box 10813 Tampa FL 33679 Nature of Business: Community/Charitable/Civic; Position: Board Member; Start Date: 9/1/2013; Hours per month: 0% - 10% (0 - 16 hours); Hours per month during trading hours: 0% - 10% (0 - 14 hours); Duties: Board Member duties.
3. Morton Plant Mease HealthCare, 300 Pinellas Street, Clearwater, 33756, not investment related, Position: Board Member; start date 1/2018, 0-14 hours. Duties: Board Member Duties.
4. BayCare Health System; 2985 Drew Street, Clearwater, 33759. Start: 02/2017; Hours per month during trading hours: 0% - 10%. Position: Investment Committee Member; In coordination with Wilshire and other asset managers, the Investment Committee assesses risk tolerance and asset allocation of the investment portfolio and provides recommendations of investment decisions. Final investment decisions are the responsibility of the investment Committee. Ms. Tenret does not receive any compensation for this outside business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tina Joan Tenret's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
September 18, 2018 - Present
THE TENRET COMPANY, LLC
Office #1: 515 West Bay Street, Tampa, FL 33606RIA
CRD#: 298570
TAMPA, FL
Past
February 25, 2009 - January 8, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
CLEARWATER, FL
Past
December 11, 2008 - August 10, 2018
PROVISE MANAGEMENT GROUP, LLC
RIA
CRD#: 105375
CLEARWATER, FL
Past
March 4, 2008 - January 8, 2016
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
CLEARWATER, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TT
THE TENRET COMPANY, LLC
THE TENRET COMPANY, LLC
CRD#: 298570 / SEC#: 801-120530
RIA
Registered Investment Advisory firm - (3/15/2021 Approved)Florida
Registered Investment Advisory firm - (3/31/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/18/2018)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TT
THE TENRET COMPANY, LLC
THE TENRET COMPANY, LLC
CRD#: 298570 / SEC#: 801-120530
RIA
Registered Investment Advisory firm - (3/15/2021 Approved)Florida
Registered Investment Advisory firm - (3/31/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
515 West Bay Street, Tampa, FL 33606
Mailing Address
Phone number
(727) 599-6201
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 185,311,229 |
Red Flags
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