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Audra Lynn Masche

Tiaa-Cref Individual & Institutional Services, LLC

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About Audra Lynn Masche

Audra Lynn Masche is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Audra Lynn Masche has been in the financial services industry since 2002 and has experience working at a variety of firms. Audra Lynn Masche is a Series 6, Series 7, and Series 66 licensed professional. Audra Lynn Masche specializes in financial planning, portfolio management, and selecting other advisors. Audra Lynn Masche is registered with the state of Arizona. Audra Lynn Masche is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Audra Masche is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Audra Masche’s Registration & Firm History

AZ

08/28/2017 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Phoenix AZ)

AZ

05/16/2013 - 05/18/2016

BBVA SECURITIES INC. (SCOTTSDALE AZ)

AZ

11/02/2007 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SCOTTSDALE AZ)

AZ

01/07/2002 - 07/13/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 08/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Audra Lynn Masche.
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