Tanner DanceCRD Number: 6229188
Current Firm: Allegis Investment Advisors, LLC
Tanner Dance (CRD# 6229188) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Logan, UT and has over 2 years of experience in the finance industry.
Keystone Wealth Advisors
Peak Investment Coaching, LLC
Lpl Financial LLC
|Allegis Investment Advisors||Logan, UT||Jul 2015 - Current||1|
|Adams Wealth Advisors||Logan, UT||Feb 2014 - Current||3|
|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|
|Vern Siding||Providence, UT||Jun 2007 - Sep 2007||< 1|
|South Cache School||Hyrum, UT||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
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