Tara ColeCRD Number: 5058128
Current Firm: Eagle Strategies LLC
Tara Cole (CRD# 5058128) is an Investment Advisor Representative working at Eagle Strategies LLC in San Mateo, CA and has over 9 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Eagle Strategies LLC||San Mateo, CA||May 2021 - Current||< 1|
|New York Life Insurance Co||San Francisco, CA||Jan 2021 - Current||< 1|
|Nylife Securities LLC||San Francisco, CA||Jan 2021 - Current||< 1|
|Money Concepts Capital Corp.||Palm Beach Gardens, FL||Mar 2018 - Dec 2020||2|
|Compass Capital Managment||Metairie, LA||May 2012 - Dec 2017||5|
|Minnesota Life Insurance Company||St Paul, MN||May 2012 - Dec 2017||5|
|Securian Financial Services Inc.||St Paul, MN||May 2012 - Dec 2017||5|
|Little Ladies And Gentlemen Daycare||New Orleans, LA||Aug 2006 - Apr 2014||7|
|Bare Organics||New Orleans, LA||Jul 2007 - Sep 2013||6|
|Securian Financial Services Inc.||St Paul, MN||Feb 2012 - May 2012||< 1|
|Compass Capital Managment||Metairie, LA||Feb 2012 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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