Ian Tacher is a CFP-designated registered investment advisor at Integra Wealth, based in Coconut Grove, FL, with 18 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 10 clients with $27M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Coconut Grove, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ian is an insurance agent since 2008, selling and servicing long-term care and life insurance. This takes minimal time each month.
Employment History
Current Registrations
Integra Wealth
Previous Registrations
Northwest Asset Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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