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Tara Anne Davis

Tiaa-Cref Individual & Institutional Services, LLC

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About Tara Anne Davis

Tara Anne Davis is a financial advisor with over 6 years of experience in the industry. She is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and holds Series 7, 24, 52, 53 and 66 licenses. Tara Anne Davis has previously been registered with First Command Financial Planning, Inc. and National Planning Corporation. Tara Anne Davis specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Tara Davis 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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Tara Davis’s Registration & Firm History

TX

07/18/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

01/10/2014 - 07/11/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

TX

06/04/2013 - 11/05/2013

NATIONAL PLANNING CORPORATION (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 08/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/12/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tara Anne Davis. Review regulatory record here.
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