Tara Froyen (CRD# 5581228) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in Lake Worth, FL and has over 3 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Greenacres, FL | Aug 2021 - Current | 2 |
| Madison Advisory Services, Inc. | Lake Worth, FL | Jul 2021 - Current | 2 |
| Madison Planning Group | Lake Worth, FL | Aug 2017 - Current | 6 |
| Royal Alliance Associates | Greenacres, FL | Aug 2017 - Aug 2021 | 4 |
| Mml Investors Services, LLC | West Palm Beach, FL | Mar 2017 - Aug 2017 | < 1 |
| Mass Mutual | West Palm Beach, FL | Mar 2017 - Aug 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Aug 2017 | 1 |
| Metlife Securities Inc. | West Palm Beach, FL | Jan 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- FL
-
Total Assets Under Management369MILLIONS
-
Total Number of Accounts2,049ACCOUNTS
-
Average Account Value$180,259
- 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
- Selection of other advisers (including private fund managers)
CT, FL, IL, LA, MA, NC, NJ, NY, PA, SC, TX, VA
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