Annette McTaggart, financial advisor Saginaw MI
96 score

Annette McTaggart

CRD Number: 4611005
Current Firm: Royal Alliance Associates, Inc.

Annette McTaggart (CRD# 4611005) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Saginaw, MI and has over 13 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.

Similar Advisors
David Abbs, financial advisor Saginaw MI
David J. Abbs
CRD# 1031068
Lpl Financial LLC
Score
96
Similar Advisors
Kelly Baumgartner, financial advisor Saginaw MI
Kelly A. Baumgartner
CRD# 4955246
Morgan Stanley
Score
96
Similar Advisors
Timothy Beiser, financial advisor Saginaw MI
Timothy E. Beiser
CRD# 1575946
Spc
Score
96
Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc, Saginaw, MI Aug 2005 - Current 11
Faye Harrison Living Trust Saginaw, MI Jun 2003 - Current 13
Annette Mctaggart-independent Insurance Agent Saginaw, MI May 2003 - Current 13
Mcdonald Financial Services Pc Saginaw, MI Jan 2003 - Current 13
The Junction Of Hope Chesaning, MI Jan 2002 - Current 14
Mcshilton Inc. Saginaw, MI Jan 2000 - Current 16
Diocese Of Saginaw Saginaw, MI Nov 1999 - Current 17
Henry Denman Trust Saginaw, MI Sep 1998 - Current 18
Mctaggart Builders Inc. Essexville, MI Jan 1995 - Current 21
Delores Niedzinski Trust Saginaw, MI Jan 1995 - Current 21
Mcdonald & Associates, P.c Saginaw, MI Feb 1985 - Current 31
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Annette J. McTaggart
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • OR
  • MI
  • GA
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Annette McTaggart and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.