Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 10 years of experience in the finance industry.
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners, LLC | Wolfeboro, NH | Feb 2024 - Current | < 1 |
| Ballentine Partners LLC | Rochester, NH | Jul 2021 - Feb 2024 | 2 |
| Ballentine Partners, LLC | Wolfeboro, NH | Mar 2012 - Jun 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- NH
-
Total Assets Under Management10,769MILLIONS
-
Total Number of Accounts6,390ACCOUNTS
-
Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
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