Tara TrautschCRD 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 10 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.
J.p. Morgan Securities LLC
Nexus Wealth Advisors, LLC
Cetera Advisors LLC
|Whjr Associates||Campbell, CA||Oct 2012 - Current||5|
|Royal Alliance Associates, Inc.||Pacific Grove, CA||Aug 2008 - Current||9|
|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|
Total Assets Under Management174MILLIONS
Total Number of Accounts616ACCOUNTS
Average Account Value$282,468
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, TN, WA
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