Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Jane Archer is a financial advisor with Truist Advisory Services, Inc. in Richmond, Virginia. Tara has been in the financial industry since March 16, 2012. She holds Series 7, 24 and 66 licenses. Tara has previously worked at BB&T Securities, LLC, BB&T Investment Services, Inc., Scott & Stringfellow, LLC, and Davenport & Company LLC. Tara specializes in providing financial advice to individuals, businesses, and charitable organizations. She also offers financial planning, portfolio management, and wrap fee products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
08/28/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/19/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/05/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
05/03/2010 - 08/20/2010
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tara Archer is the right advisor for you? Invested Better is here to help.
