Tara Rich (CRD# 6952436) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Apr 2024 - Current | < 1 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Jul 2021 - Apr 2024 | 2 |
| Capital Bank & Trust Company | Atlanta, GA | May 2018 - Jul 2021 | 3 |
| American University | Washington, DC | Sep 2016 - Dec 2018 | 2 |
| Central Casting | Los Angeles, CA | Jan 2016 - Aug 2016 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Jan 2008 - Dec 2015 | 7 |
| University Of Alabama | Tuscaloosa, AL | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
- GA
- IL
- NV
- NY
- TX
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Total Assets Under Management34,013MILLIONS
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Total Number of Accounts10,998ACCOUNTS
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Average Account Value$3,092,659
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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