Randall Tarter, financial advisor Avon IN
96 score

Randall Tarter

CRD Number: 3055561
Current Firm: Cuna Brokerage Services, Inc.

Randall Tarter (CRD# 3055561) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Avon, IN and has over 18 years of experience in the finance industry. Randall Tarter 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
Teachers Credit Union Avon, IN Mar 2003 - Current 13
Cuna Brokerage Services, Inc. Waverly, IA Mar 2003 - Current 13
Anderson University Indianapolis/anderson, IN Aug 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Jul 2004
Contact Info for Randall A. Tarter
Phone Number: 319-352-4090
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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