Tara Trautsch, financial advisor Pacific Grove CA
96 score

Tara Trautsch

CRD Number: 5292832
Current Firm: Whjr Associates

Tara Trautsch (CRD# 5292832) is an Investment Advisor Representative working at Whjr Associates in Pacific Grove, CA and has over 9 years of experience in the finance industry. Tara Trautsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Whjr Associates Campbell, CA Oct 2012 - Current 4
Royal Alliance Associates, Inc. Pacific Grove, CA Aug 2008 - Current 8
Trautsch, Tara Christel : 5292832 Carmel, CA Feb 2007 - Aug 2008 1
Merrill Lynch Los Angeles, CA Feb 2007 - Aug 2008 1
Tanimura & Antle, Inc. Salinas, CA Mar 2004 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Tara C. Trautsch
Phone Number: 408-376-0660
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $282,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TN, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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