Tarra Grazley-Pfister, financial advisor Billings MT

Tarra Grazley-Pfister

CRD Number: 2390762
Current Firm: Ttg Financial Services, Inc.

Tarra Grazley-Pfister (CRD# 2390762) is an Investment Advisor Representative working at Ttg Financial Services, Inc. in Billings, MT and has over 30 years of experience in the finance industry. Tarra Grazley-Pfister 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
Raymond James Financial Services Advisors Inc. Billings, MT Nov 2017 - Current 6
Raymond James Financial Services, Inc. Billings, MT Oct 2017 - Current 6
Lone Star Mountain Partners LLC Billings, MT Aug 2013 - Current 10
Ttg Financial Services, Inc. Billings, MT Sep 1997 - Current 26
Ttg Financial Services, Inc. Billings, MT Feb 1997 - Current 27
Fixed Independent Insurance Agent Billings, MT Sep 1993 - Current 30
Royal Alliance Associates, Inc. Billings, MT Dec 2001 - Oct 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tarra T. Grazley-Pfister
Phone Number: 406-256-6112
Firm Website: http://clavesvita.com
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

MT

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