Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Campbell is a financial professional with over 3 years of experience in the industry. Tara is a registered representative with Charles Schwab & Co., Inc., and is licensed in all 50 states. Prior to joining Charles Schwab, Tara worked at TD Ameritrade, Inc., where she was a registered representative. Tara holds the Series 7TO, Series 63 and SIE licenses. She is a financial planning specialist and provides advisory services through the Charles Schwab Wrap Fee program.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/04/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/14/2019 - 12/09/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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