Tarah McKenzie (CRD# 5894275) is an Investment Advisor Representative working at Commonwealth Financial Network in El Paso, TX and has over 12 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jun 2021 - Current | 2 |
| Dodds Wealth Management Group LLC | El Paso, TX | Jun 2021 - Current | 2 |
| Raymond James & Associates, Inc. | El Paso, TX | Oct 2016 - Jun 2021 | 4 |
| Charles Schwab & Company, Inc. | El Paso, TX | Sep 2015 - Oct 2016 | 1 |
| Edward Jones | St Louis, MO | Jul 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- NM
- TX
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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