Ian Tacher

INTEGRA WEALTH

Coconut Grove, FL

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CRD#: 5474466

Professional summary

Ian Tacher, CFP® is a registered financial advisor currently at INTEGRA WEALTH located in Coconut Grove, Florida.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ian has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) IAN TACHER - INSURANCE - INVESTMENT-RELATED - SAME ADDRESS - AGENT - 2008 - APPROXIMATELY 2 HOURS PER MONTH, BOTH DURING TRADING HOURS - LONG TERM CARE AND LIFE INSURANCE SALES/SERVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Tacher'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

November 13, 2023 - Present

INTEGRA WEALTH

RIA

CRD#: 325703

Coconut Grove, FL

Past

April 5, 2021 - March 13, 2024

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

Miami, FL

Past

March 10, 2008 - April 5, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AVENTURA, FL

Past

February 26, 2008 - April 5, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AVENTURA, FL

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
(11/13/2023)

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 66

Date: 2/29/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/25/2008

General Securities Representative Examination

Current Firm

INTEGRA WEALTH

INTEGRA WEALTH | INTEGRA WEALTH ADVISORY, LLC

CRD#: 325703 / SEC#:

Florida

Registered Investment Advisory firm - (11/13/2023 Approved)

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Contact information

Main Address

Coconut Grove, FL

Mailing Address

Phone number

(786) 438-5580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 26,570,000

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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Ian Tacher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Tacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRA WEALTH

NORTHWEST ASSET MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/29/2008

Series 7TO

Date: 2/7/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/25/2008

Current Firm

INTEGRA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRA WEALTH

TRUST BUT VERIFY

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