Erin E. Tackett

TACKETT WEALTH MANAGEMENT

CARY, NC 27518

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CRD#: 5440385

Professional summary

Erin Elizabeth Tackett, who also goes by Erin E Dodds, Erin E Tackett, is a registered financial advisor currently at TACKETT WEALTH MANAGEMENT, LLC located in Cary, North Carolina.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Erin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin E Dodds | Erin E Tackett

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.

Brychon LLC - Non investment related - North Port, FL - Marketing Consultant - Started June 2016 - 12 hours/month devoted to the other business - 0 hours during trading hours - Marketing consulting, implementing advertising strategies, establishing business-to-business relationships.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Elizabeth Tackett'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

April 28, 2009 - Present

TACKETT WEALTH MANAGEMENT, LLC

Office #1: 2500 Regency Parkway, Cary, NC 27518Office #2: 304 W Venice Ave Suite 218, Venice, FL 34285

RIA

CRD#: 149056

CARY, NC

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

Florida
(4/28/2009)

IAR

North Carolina
(10/10/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2009

Uniform Investment Adviser Law Examination

Current Firm

TACKETT WEALTH MANAGEMENT, LLC

NAME 600 | TACKETT WEALTH MANAGEMENT, LLC | TACKETT WEALTH MANAGEMENT LLC | TACKETT WEALTH MANAGEMENT | TACKETT WEALTH

CRD#: 149056 / SEC#:

Florida

Registered Investment Advisory firm - (4/28/2009 Approved)

North Carolina

Registered Investment Advisory firm - (10/10/2019 Approved)

Texas

Registered Investment Advisory firm - (1/14/2019 Conditional Restricted)

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Contact information

Main Address

2500 Regency Parkway, Cary, NC 27518

Mailing Address

Phone number

(919) 650-6393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 62,284,055

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.

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Erin E. Tackett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Elizabeth Tackett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TACKETT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2009

Current Firm

TACKETT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TACKETT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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