Tasha Barlow, financial advisor Austin TX
90 score

Tasha Barlow

CRD Number: 6009351
Current Firm: Per Stirling Capital Management, LLC

Tasha Barlow (CRD# 6009351) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Tasha Barlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Per Stirling Capital Management Austin, TX Feb 2016 - Current < 1
Texas Sailing Austin, TX Aug 1996 - Current 20
Laureate Wealth Management, LLC Glen Ellyn, IL Sep 2015 - Jan 2016 < 1
Austin Asset Management Co Austin, TX Sep 2011 - Sep 2015 4
Carper Gp, Inc. Austin, TX Oct 2002 - May 2009 6

Tasha Barlow has no recent exams reported.
Contact Info for Tasha R. Barlow
Phone Number: 512-628-2300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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