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Amanda M. Decesar

TARA WEALTH
Durham, NC
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CRD#: 5260376
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Professional summary


Amanda Marie Dargie Decesar, who also goes by Amanda Marie Dargie, is a registered financial advisor currently at TARA WEALTH located in Durham, North Carolina.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Amanda has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Amanda Marie Dargie

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Amanda Marie Dargie Decesar's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 17, 2023 - Present

TARA WEALTH

RIA
CRD#: 328427
Durham, NC
Past

February 6, 2019 - February 10, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Chapel Hill, NC
Past

January 24, 2019 - February 10, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Chapel Hill, NC
Past

December 9, 2011 - July 5, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BOSTON, MA
Past

February 14, 2007 - July 5, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/17/2023)
IAR
North Carolina
(10/31/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TW
TARA WEALTH
TARA WEALTH | TARA WEALTH LLC

CRD#: 328427 / SEC#:

California
Registered Investment Advisory firm - (10/17/2023 Approved)
North Carolina
Registered Investment Advisory firm - (10/31/2023 Approved)
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Contact information


Main Address
Durham, NC
Mailing Address
207 W Millbrook Road Suite 210, Raleigh, NC 27609
Phone number
(860) 883-5856
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts132
AUM (Assets Under Management)$ 21,584,666

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TARA WEALTH

CRD#: 328427Durham, NC

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