Tara Bansal (CRD# 5491146) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Princeton, NJ and has over 16 years of experience in the finance industry. Tara Bansal 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.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Princeton Global Asset Management, LLC | Princeton, NJ | Jan 2020 - Current | 4 |
Positive Impact Consulting LLC | Princeton, NJ | Feb 2017 - Current | 7 |
Princeton Adult School | Princeton, NJ | Aug 2016 - Current | 7 |
Private Wealth Management Group, LLC | Princeton, NJ | Jul 2015 - Aug 2016 | 1 |
Glen Eagle Advisors LLC | Princeton, NJ | Jul 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- NJ
-
Total Assets Under Management606MILLIONS
-
Total Number of Accounts1,001ACCOUNTS
-
Average Account Value$605,184
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, DE, FL, NJ, NY, PA, TX
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