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Tara Prindible

22 Years of Experience
Mount Laurel, NJ
1 DisclosureBrokerSells Insurance

Tara Prindible is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 22 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054

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History

Regulatory History (1)
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Customer Dispute
February 2006
Denied
Other Business ActivitiesSells Insurance

Tara is involved in several outside business activities, including being a consultant for Young Living and Rodan and Fields, coaching lacrosse, and serving as a district representative for the Moorestown Republican Municipal Committee. Tara also resells tickets occasionally and is the President of the Moorestown Lacrosse Club, and dedicates a few hours per week to selling non-securities insurance products.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2008 - Present · 18 yrs 2 mos
VALIC Financial Advisors, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
MML Investors Services, INC.Broker
January 2007 - March 2008 · 1 yr 2 mos
AXA Advisors, LLC
July 2003 - January 2007 · 3 yrs 6 mos
AXA Advisors, LLCBroker
June 2003 - January 2007 · 3 yrs 7 mos
State Registrations8 states
DEFLMDNCNJNYPASC
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.