Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Steinhatchee, FL 32359
LPL Financial
Institution
Tara Davis is a financial advisor with LPL Financial in Steinhatchee, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Regions Bank, and Synovus Bank. She is also involved in financial literacy seminars through TYD Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Steinhatchee, FL
913 1st Ave S SE
Steinhatchee FL 32359
Advisors at this office
1
Florida · Georgia
4 years of industry experience
LPL Financial LLC
2022 - Present • 4 years
Tallahassee, FL
Vystart Credit Union
2022 - Present • 4 years
Jacksonville, FL
Vacation Time
2022 - 2022 • 1 year
Tallahassee, FL
Bank Of America, N.a.
2020 - 2022 • 2 years
Tallahassee, FL
Merrill
2020 - 2022 • 2 years
Tallahassee, FL
TYD Consulting LLC
2020 - 2020 • 1 year
Tallahassee, FL
Regions Bank
2019 - 2020 • 1 year
Tallahassee, FL
Synovus Bank
2015 - 2019 • 4 years
Tallahassee, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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