Tanner DanceCRD Number: 6229188
Current Firm: Adams Wealth Management LLC
Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Adams Wealth Management LLC in Logan, UT and has over 3 years of experience in the finance industry.
Keystone Wealth Advisors
Peak Investment Coaching, LLC
Lpl Financial LLC
|Adams Wealth Advisors||Logan, UT||Feb 2014 - Current||4|
|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|
|Sports Academy And Racquet Club||Logan, UT||Aug 2012 - Feb 2014||1|
|Northwestern Mutual||Clearfield, UT||Jul 2013 - Dec 2013||< 1|
|Immaculate Construction||Providence, UT||Jul 2012 - Sep 2012||< 1|
|Lds Church||Vitoria,||Jul 2010 - Jul 2012||2|
|Utah State University||Logan, UT||Aug 2009 - May 2010||< 1|
|Mountain Crest High School||Hyrum, UT||Aug 2007 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management174MILLIONS
Total Number of Accounts953ACCOUNTS
Average Account Value$182,739
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
ID, NE, OR, TX, UT
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