Tara J Hanson
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCFeb 2023 to now
- Mosaic Financial AssociatesFeb 2023 to now
- UnemployedSep 2022 to Jan 2023
- LoandepotJun 2021 to Aug 2022
- Freedom MortgageMay 2020 to Jun 2021
- On Sabbatical To Care for Family Member During CovidMar 2019 to Apr 2020
- Bank of England MortgageFeb 2018 to Mar 2019
- Valic Financial Advisors, Inc.Dec 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5217770
- Firm CRD
- 105644