Tally GochisCRD Number: 5452024
Current Firm: Strategic Advisers, Inc.
Tally Gochis (CRD# 5452024) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services,llc||Salt Lake City, UT||Oct 2007 - Current||10|
|Avalon Home Lending||Salt Lake City, UT||Dec 2006 - Sep 2007||< 1|
|Jim Isaac Construction||Salt Lake City, UT||Aug 2006 - Dec 2006||< 1|
|Apx Alarm||Provo, UT||Dec 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY