Annette McTaggart (CRD# 4611005) is an Investment Advisor Representative working at Lpl Financial LLC in Saginaw, MI and has over 21 years of experience in the finance industry. Annette McTaggart 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# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Saginaw, MI | Nov 2020 - Current | 3 |
| Annette Mctaggart-independent Insurance Agent | Saginaw, MI | May 2003 - Current | 20 |
| Mcdonald Financial Services Pc | Saginaw, MI | Jan 2003 - Current | 21 |
| Mcshilton Inc. | Saginaw, MI | Jan 2000 - Current | 24 |
| Mcdonald & Associates, P.c | Saginaw, MI | Feb 1985 - Current | 39 |
| Royal Alliance Associates, Inc, | Saginaw, MI | Aug 2005 - Nov 2020 | 15 |
| Diocese Of Saginaw | Saginaw, MI | Nov 1999 - Jun 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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