Tara MeyersCRD Number: 5379284
Current Firm: Strategic Advisers, Inc.
Tara Meyers (CRD# 5379284) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Henderson, NV and has over 10 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Henderson, NV||Jan 2011 - Current||6|
|Lpl Financial Corporation||Boston, MA||Sep 2009 - Jan 2011||1|
|Office Of Les R. Koonce-associated Securities||Menlo Park, CA||Nov 2008 - Jan 2011||2|
|Unemployed||Henderson, NV||May 2008 - Nov 2008||< 1|
|Ameriprise Financial Services, Inc.||Las Vegas, NV||Jul 2007 - May 2008||< 1|
|Wynn Las Vegas||Las Vegas, NV||Sep 2006 - Nov 2007||1|
|Reliance Financial||Los Angeles, CA||Mar 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV