Tara BartonCRD Number: 2759041
Current Firm: Wells Fargo Clearing Services, LLC
Tara Barton (CRD# 2759041) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mclean, VA and has over 24 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Wells Fargo Clearing Services, LLC||Mclean, VA||Nov 2016 - Current||6|
|Wells Fargo Advisors, LLC||Mclean, VA||Aug 2014 - Nov 2016||2|
|Wells Fargo Advisors Financial Network LLC||Bethesda, MD||May 2009 - Aug 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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