TD
TD

Tara Demarco

27 Years of Experience
Boca Raton, FL
Broker

Tara Demarco is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
First Republic Investment Management, INC.
January 2017 - April 2019 · 2 yrs 3 mos
First Republic Securities Company, LLCBroker
January 2017 - April 2019 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - January 2017 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1998 - January 2017 · 18 yrs 9 mos
State Registrations37 states
AZCACOCTDCDEFLGAHIIDILINLAMAMDMEMIMNMONCNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.