Tara Bansal, financial advisor Princeton NJ
96 score

Tara Bansal

CRD Number: 5491146
Current Firm: Positive Impact Consulting LLC

Tara Bansal (CRD# 5491146) is an Investment Advisor Representative working at Positive Impact Consulting LLC in Princeton, NJ and has over 10 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.

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Professional Designations
Company Name Location Dates Years
Positive Impact Consulting LLC Princeton, NJ Feb 2017 - Current 1
Princeton Adult School Princeton, NJ Aug 2016 - Current 1
Private Wealth Management Group, LLC Princeton, NJ Jul 2015 - Aug 2016 1
Glen Eagle Advisors LLC Princeton, NJ Jul 2013 - Jul 2015 2
Main Street Financial Solutions, LLC Pennington, NJ Sep 2007 - Jul 2013 5
Kinetic Life Coaching, LLC Pennington, NJ Jan 2008 - Dec 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Tara C. Bansal
Phone Number: 609-802-1543
Registered State(s):
  • NJ
Current Firm Details
Positive Impact Consulting LLC
Firm's CRD Number: 287575
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States


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