Tanner Millar (CRD# 7346379) is an Investment Advisor Representative working at Core Planning in Salisbury, MO and has over 3 years of experience in the finance industry.
CRD# 2279799
Smith Moore & Company
CRD# 5729864
Edward Jones
CRD# 6157314
Convergence Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Planning | St. Louis, MO | Dec 2020 - Current | 3 |
| Student | Salisbury, MO | Dec 2010 - Dec 2020 | 10 |
| Mac's Docs | Clifton Hill, MO | May 2018 - Aug 2020 | 2 |
| Continental Siding Supply | Columbia, MO | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MO
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts331ACCOUNTS
-
Average Account Value$93,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, IL, MO, OR, TX
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