Tara Brummell is a CFP-designated registered investment advisor, based in Columbia, MD, with 10 years of industry experience.
Location
10500 Little Patuxent Pkway, Ste 450, Columbia, MD, 21044
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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.
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Tara co-owns two residential rental homes in Baltimore, MD, and dedicates minimal time as a landlord. She also serves as a board member for The Y in Central Maryland and is a prospective board member for the Exit Planning Exchange Maryland Chapter, dedicating minimal time to each.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mbsc Securities CorporationBroker
State Registrations7 states
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.