Tanner Seabourn

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 06/2022
  Pfs Investments Inc.
  Mesquite, TX
• 03/2020 → 06/2022
  Primerica Financial Services
  Mesquite, TX
• 02/2018 → 05/2022
  City Of College Station
  College Station, TX
• 06/2018 → 12/2018
  Black Water Draw
  College Station, TX
• 08/2015 → 12/2018
  Texas A&M University
  College Station, TX
• 07/2022 → 03/2026
  Valic Financial Advisors, Inc
  Houston, TX
• 12/2022 → 03/2026
  Agia
  Houston, TX
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Rockwall, TX
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Rockwall, TX

Previous Registrations

• 2022-10-14 → 2026-04-24
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX

Other Businesses

(1) Name of Business: 3:23 Advisor Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Prospecting for clients. Completing financial plans. Monitor financial plans. Help with personal finances. (2) Name of Business: Oak Crest Insurance Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/27/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  2021-02-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tanner Reed Seabourn