Tabula Rasa Advisors, LLC
Tabula Rasa Advisors, LLC (CRD# 298184) is a financial advisory firm headquartered in Birmingham, AL. They manage $21,479,020 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$692,872
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, MS
Financial Advisors at Tabula Rasa Advisors, LLC
1
Jerry Callahan (CRD# 4583694) is an Investment Advisor Representative working at Tabula Rasa Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.