Tara Rivers, financial advisor Lafayette LA

Tara Rivers

CRD Number: 6254562
Current Firm: Lpl Financial LLC

Tara Rivers (CRD# 6254562) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, LA and has over 2 years of experience in the finance industry.

Similar Advisors
Brent Abshire, financial advisor Lafayette LA
Brent E. Abshire
CRD# 3180794
Vermilion Asset Management, LLC
Similar Advisors
Charles Aguillard, financial advisor Lafayette LA
Charles D. Aguillard
CRD# 2689932
Lifemark Securities Corp.
Similar Advisors
Theresa Aguillard, financial advisor Lafayette LA
Theresa M. Aguillard
CRD# 4170771
Advantage Wealth Management, LLC
Company Name Location Dates Years
Lpl Financial Lafayette, LA Aug 2019 - Current 2
Summit Brokerage Services, Inc. Boca Raton, FL Sep 2013 - Aug 2019 5
Merrimac Asset Managment Lafayette, LA Sep 2013 - Aug 2019 5
My House Lafayette, LA Mar 2004 - Sep 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Tara C. Rivers
Phone Number: 704-733-3300
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.