Tara Roman, financial advisor The Woodlands TX

Tara Roman

CRD Number: 4323375
Current Firm: Bison Investment Advisors, LLC

Tara Roman (CRD# 4323375) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bison Investment Advisors, LLC Katy, TX Aug 2019 - Current 4
Bison Investment Advisors, LLC Katy, TX Jan 2013 - Current 11
Axiom Capital Management, Inc. New York, NY Dec 2014 - Feb 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Tara A. Roman
Phone Number: 281-665-3616
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $173,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

LA, TX

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