Tanner Dallas (CRD# 7739167) is an Investment Advisor Representative working at Eagle Strategies LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Modern Wealth Solutions | Creve Coeur, MO | Jan 2024 - Current | < 1 |
Eagle Strategies LLC | Creve Coeur, MO | Nov 2023 - Current | < 1 |
Nylife Securities LLC | Creve Coeur, MO | Aug 2023 - Current | < 1 |
New York Life Insurance Company | Creve Coeur, MO | Aug 2023 - Current | < 1 |
Crooked Feathers Stc 3, LLC | St. Charles, MO | Jun 2021 - Current | 2 |
Pfs Investments Inc. | Kirkwood, MO | May 2023 - Jul 2023 | < 1 |
Primerica Financial Services | Kirkwood, MO | Feb 2023 - Jul 2023 | < 1 |
The Hunter Ross Group, LLC | Ofallon, MO | Mar 2018 - Jul 2023 | 5 |
Missouri Baptist University | Saint Louis, MO | Jul 2014 - Dec 2018 | 4 |
All Star Performance | Kirkwood, MO | Jan 2013 - Jun 2017 | 4 |
St. Louis Community College | Saint Louis, MO | Jan 2015 - Jun 2015 | < 1 |
Mckendree University | Lebanon, IL | Jun 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2023 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- MO
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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