Claire Chiara
Claire Chiara is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 6 years of industry experience. Claire 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
12221 Merit Dr Ste 1760, Dallas, TX, 75251
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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
Claire sells life and health insurance with various companies since 2019. She is also the Chief Operations Officer at Tartan Financial Services, LLC, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
State Registrations11 states
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