Ian Tacher, financial advisor Coconut Grove FL

Ian Tacher

CRD Number: 5474466
Current Firm: Integra Wealth

Ian Tacher (CRD# 5474466) is an Investment Advisor Representative working at Integra Wealth in Coconut Grove, FL and has over 16 years of experience in the finance industry. Ian Tacher 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
Integra Wealth Coconut Grove, FL Mar 2024 - Current < 1
Nwam, Llc Dba Northwest Asset Management Mercer Island, WA Apr 2021 - Mar 2024 2
Bank Of America, Na Aventura, FL Sep 2009 - Apr 2021 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Aventura, FL Jan 2008 - Apr 2021 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Ian Tacher
Phone Number: 786-437-0186
Registered State(s):
  • FL
Current Firm Details
Integra Wealth
Firm's CRD Number: 325703
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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