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Tara Hanson

9 Years of Experience
Scottsdale, AZ
Broker

Tara Hanson is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 9 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7025 N Scottsdale Rd #115, Scottsdale, AZ, 85253

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Tara is a financial professional at Mosaic Financial Associates, a financial services firm, since February 2023. This takes about a quarter of her time, with most of the hours occurring during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
November 2023 - March 2024 · 4 mos
VALIC Financial Advisors, INC.
December 2014 - February 2018 · 3 yrs 2 mos
VALIC Financial Advisors, INC.Broker
December 2014 - February 2018 · 3 yrs 2 mos
Berthel Fisher & Company Financial Services, INC.
September 2014 - October 2014 · 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
August 2014 - October 2014 · 2 mos
United Equity Securities, LLCBroker
March 2008 - August 2010 · 2 yrs 5 mos
Intersecurities, INC.Broker
April 2007 - March 2008 · 11 mos
Equity Leadership Securities Group, INC.Broker
September 2006 - March 2007 · 6 mos
State Registrations1 state
AZ
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.