Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Andina Family Offices in Providence, UT and has over 9 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Andina Capital Management | Lehi, UT | Apr 2022 - Current | 2 |
| Andina Capital Management, LLC | Providence, UT | Apr 2022 - Current | 2 |
| Resources Investment Advisors | Overland Park, KS | Sep 2020 - Apr 2022 | 1 |
| Core Capital Wealth Management | Providence, UT | Jan 2020 - Apr 2022 | 2 |
| Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Apr 2012 - Apr 2022 | 10 |
| Adams Wealth Advisors | Logan, UT | Feb 2014 - Dec 2019 | 5 |
| Allegis Investment Advisors | Logan, UT | Jul 2015 - Oct 2017 | 2 |
| Stratos Wealth Partners | Logan, UT | Aug 2014 - Jun 2015 | < 1 |
| Utah State University | Logan, UT | Aug 2012 - May 2015 | 2 |
| Self Employed | Logan, UT | Aug 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- UT
-
Total Assets Under Management808MILLIONS
-
Total Number of Accounts3,589ACCOUNTS
-
Average Account Value$225,264
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, TX, UT
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