Tara Davis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Auburn, ME, with 14 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2 Great Falls Plz Ste 6B-4, Auburn, ME, 04210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tara serves as treasurer on the board of directors for Davis and works as a support advisor for RPWM LLC, dedicating about a third of her time to this role. She also engages in several volunteer activities and is a notary public.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
TD Wealth Management Services INC.Broker
Bancnorth Investment Group, INC.Broker
State Registrations24 states
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