Tara May (CRD# 6757847) is an Investment Advisor Representative working at Mag Cap in Jackson, MS and has over 5 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Four Financial, LLC | Dallas, TX | Apr 2021 - Current | 3 |
| Magnolia Capital Advisors, LLC | Jackson, MS | Apr 2021 - Current | 3 |
| Grantham Poole Advisors, LLC | Ridgeland, MS | May 2019 - Apr 2021 | 1 |
| Raymond James Financial Services Advisors, Inc. | Brandon, MS | Dec 2018 - Apr 2019 | < 1 |
| Raymond James Financial Services, Inc. | Brandon, MS | May 2018 - Apr 2019 | < 1 |
| Rebecca Niemeyer, Cpa | Brandon, MS | Feb 2018 - Apr 2018 | < 1 |
| Horne Wealth Advisors | Ridgeland, MS | Jan 2017 - Jan 2018 | 1 |
| Pinnacle Trust Company, LLC | Madison, MS | Apr 2014 - Jan 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- MS
-
Total Assets Under Management1,148MILLIONS
-
Total Number of Accounts3,008ACCOUNTS
-
Average Account Value$381,782
- 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)
AL, CO, FL, GA, LA, MI, MS, NC, TN, TX
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