Tiffany Hart (CRD# 4580656) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NC and has 1 year of experience in the finance industry.
CRD# 6266643
Primerica Advisors
CRD# 1876666
Lion Street Advisors, LLC
CRD# 4682375
Jarrod Adams Investing, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Newton, NC | Jan 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Newton, NC | Feb 2022 - Current | 2 |
| Peoples Bank | Newton, NC | Oct 2017 - Mar 2022 | 4 |
| Oneman Financial | Hickory, NC | Sep 2007 - Oct 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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