Bradley Tarter, financial advisor San Ramon CA
93 score

Bradley Tarter

CRD Number: 4453527
Current Firm: Ameritas Investment Corp

Bradley Tarter (CRD# 4453527) is an Investment Advisor Representative working at Ameritas Investment Corp in San Ramon, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 10
David White & Associates San Ramon, CA Jan 2002 - Current 14
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Aug 2001 - Dec 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Bradley R. Tarter
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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