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Tara Cole Ellis

Eagle Strategies LLC

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About Tara Cole Ellis

Tara Cole Ellis is a financial advisor who has been working in the industry since 2012. She has a Series 7 and Series 66 license and is registered to provide investment advice in California, Louisiana, Michigan, Nevada and Texas. Tara is currently affiliated with Eagle Strategies LLC and previously worked at MONEY CONCEPTS CAPITAL CORP. and SECURIAN FINANCIAL SERVICES, INC. She focuses on providing financial planning services to individuals and businesses.

Firm Information

Tara Ellis is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

951 MARINERS ISLAND BLVD

SAN MATEO, CA 94404

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Tara Ellis’s Registration & Firm History

CA

05/20/2021 - Present

Eagle Strategies LLC (SAN MATEO CA)

CA

03/13/2018 - 12/31/2020

MONEY CONCEPTS CAPITAL CORP (Oakland CA)

LA

06/11/2012 - 12/26/2017

SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)

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Licenses & Designations

BOTH

Issued 7/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/8/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Tara Cole Ellis. Review regulatory record here.
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