Tara Vary is a registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 11 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
Firm Size
IM Fee
Assets Under Management
Location
91 Montvale Ave, Stoneham, MA, 02180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tara works as a sales assistant for Winchester Financial Group, a financial services firm, since 2021. This takes nearly a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
New England Investment & Retirement Group, INC.
Trilogy Capital, INC.
LPL Financial LLCBroker
National Planning CorporationBroker
State Registrations1 state
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.