Tara Cole, financial advisor San Mateo CA

Tara Cole

CRD 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.

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Wealth & Tax Planners
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Tara R. Cole
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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