Tara Mashack-BehneyCRD Number: 4599084
Current Firm: Conrad Siegel Investment Advisors
Tara Mashack-Behney (CRD# 4599084) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 15 years of experience in the finance industry. Tara Mashack-Behney 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.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Conrad Siegel Investment Advisors, Inc.||Harrisburg, PA||Sep 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management3,014MILLIONS
Total Number of Accounts336ACCOUNTS
Average Account Value$8,970,593
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, PA, TX