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Tara Hammack

16 Years of Experience
Shreveport, LA
Broker

Tara Hammack is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Shreveport, LA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

401 Edwards St, Shreveport, LA, 71101

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tara is on the committee for Northwest Louisiana St. Jude, coordinating a tennis tournament to raise money for St. Jude's Children's Research Hospital, dedicating about 24 hours per year. She is also a board member at Centenary College of Louisiana, dedicating about 27 hours per year.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - Present · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
November 2013 - April 2022 · 8 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2013 - April 2022 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - November 2013 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - November 2013 · 3 yrs 4 mos
Lewis Financial Group, L.C.Broker
May 2001 - April 2002 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - May 1999 · 3 mos
State Registrations35 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.