Taryn Dawson, financial advisor Wolfeboro NH
90 score

Taryn Dawson

CRD Number: 6038155
Current Firm: Ballentine Partners

Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ballentine Partners, LLC Wolfeboro, NH Mar 2012 - Current 4
Lakes Region Water Company, Inc. Moultonboro, NH Dec 2005 - Mar 2012 6
Northern Woods Tree Service Moultonboro, NH Apr 2008 - Aug 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Taryn Dawson
Phone Number: 781-341-1300
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    5,990
    MILLIONS
  • Total Number of Accounts
    3,376
    ACCOUNTS
  • Average Account Value
    $1,774,210
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, RI, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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