Tara Mohr
Tara Mohr is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3775 Iris Ave Ste 4, Boulder, CO, 80301
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Regulatory History (1)
Criminal
May 1994Other Business ActivitiesSells Insurance
Tara sells non-variable insurance, including fixed annuities, fixed life products, and long-term care insurance, through various general agents. She also owns multiple real estate rental properties and entities for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco/private Ledger CORP.
Veravest Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.