Harry Tart (CRD# 819770) is an Investment Advisor Representative working at Lpl Financial LLC in Creve Coeur, MO and has over 26 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Creve Coeur, MO | Jul 2021 - Current | 2 |
| The Compass Wealth Group, LLC | St Louis, MO | May 2019 - Current | 5 |
| Tart Group LLC | St Charles, MO | Mar 2019 - Current | 5 |
| The Compass Group Dba | St Louis, MO | Mar 2018 - Current | 6 |
| Harry Tart | St Charles, MO | Mar 2016 - Current | 8 |
| Rotary 6060 | St Charles, MO | Jul 2016 - Jul 2021 | 5 |
| Insurance Career Training Inc. | Indianapolis, IN | Mar 2015 - Jul 2021 | 6 |
| Notary Public | St Peters, MO | Nov 2013 - Jul 2021 | 7 |
| G2max | Creve Coeur, MO | Jun 2007 - Jul 2021 | 14 |
| Waddell & Reed, Inc. | Creve Coeur, MO | Sep 1997 - Jul 2021 | 23 |
| Various Insurance Carriers For W&r Insurance Agencies | St Peters, MO | Jan 1991 - Jul 2021 | 30 |
| St Charles Rotary Club | St Charles, MO | Aug 2014 - Jul 2016 | 1 |
| Noonday Rotary Club Of St Charles | St Charles, MO | Mar 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- MO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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