Tarra Grazley-Pfister
Tarra Grazley-Pfister is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Billings, MT, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3012 4th Ave N, Suite A, Billings, MT, 59101
Get directionsHistory
Regulatory History (1)
Regulatory
October 2007Other Business ActivitiesSells Insurance
Tarra is the CEO of ClavesVita, Inc., and TTG Financial Services, Inc., and also the President of TTG Financial Services, Inc. She is also a fixed independent insurance agent, a managing partner in Lone Star Mountain Partners LLC (rental real estate), and the owner of Summit Point Wealth Partners, dedicating about half her time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ttg Financial Services, INC.
Previous Registrations
Ttg Financial Services, INC.
Royal Alliance Associates, INC.Broker
Tower Square Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.