Tara Smith, financial advisor Phoenix AZ
93 score

Tara Smith

CRD Number: 3168252
Current Firm: Schwab Private Client Investment Advisory, Inc.

Tara Smith (CRD# 3168252) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Self Employed Scottsdale, AZ Sep 2014 - Current 2
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2013 - Current 3
Independent Contractor Scottsdale, AZ Aug 2011 - Current 5
Charles Schwab & Company, Inc. Phoenix, AZ Oct 2009 - Current 7
Paradise Valley Community College Phoenix, AZ Jan 2004 - Current 12
The Village/dmb Clubs Phoenix, AZ Jan 2003 - Current 13
Mira Pilates Scottsdale, AZ Mar 2010 - Jun 2011 1
La Fitness Phoenix, AZ Jan 2003 - Jan 2011 8
Fidelity Investments Scottsdale, AZ May 2008 - Oct 2009 1
Charles Schwab & Company, Inc. Phoenix, AZ Nov 1999 - May 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Tara J. Smith
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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