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Tara Meghan Krebbs

Valley Financial Management, Inc.

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About Tara Meghan Krebbs

Tara Meghan Krebbs is a financial professional with experience in the financial services industry. Tara is currently registered with Valley Financial Management, Inc. and is located in Phoenix, Arizona. Tara has been in the industry since 2020 and holds the Series 99TO and SIE exams. Tara specializes in portfolio management for individuals.

Firm Information

Tara Krebbs is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

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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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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Tara Krebbs’s Registration & Firm History

AZ

09/20/2023 - Present

Valley Financial Management, Inc. (Phoenix AZ)

AZ

02/07/2020 - 10/17/2023

DV FINANCIAL SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 02/07/2020

Series 99TO - Operations Professional Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara Meghan Krebbs.
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