Tara MaxwellCRD Number: 3008045
Current Firm: Sendero Wealth Management, LLC
Tara Maxwell (CRD# 3008045) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 18 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Sendero Securities, LLC||San Antonio, TX||Jul 2008 - Current||8|
|Sendero Wealth Management||San Antonio, TX||Dec 2007 - Current||9|
|Condera Securities, LLC||Houston, TX||Mar 2008 - Aug 2008||< 1|
|Redstone Consulting, LLC||San Antonio, TX||Dec 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management1,007MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$2,013,012
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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