TM
Tara C. May
MAG CAP
RIDGELAND, MS 39157
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CRD#: 6757847
TM
Professional summary
Tara Celeste May, who also goes by Tara Celeste Dobbins, is a registered financial advisor currently at MAG CAP located in Ridgeland, Mississippi.
Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tara has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tara Celeste Dobbins
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.
Magnolia Capital Advisors, LLC - 4500 I-55 North, Suite 291, Jackson MS 39211, Investment Related, Managing Director, assisting in overseeing the business, 150 hours Devoted / 100 during trading hours, Started 4/2021; Harrison Central High School - 15600 School Rd, Gulfport, MS 39503, Not investment related, Family and Consumer Science, Advisory Board Member, Public School, Assist in providing feedback of basic budgeting skills needed for disadvantaged youth, Start Date: March 28, 2024, approximate number of hours/month you devote to the other business: 2, the number of hours you devote to the other business during securities trading hours: 0; Mississippi Baptist Medical Center, Not investment related, 1225 N State St, Jackson, MS 39202, Hospital and Medical Services Provider, Board member for the Estate & Gift Planning Advisory Board, Provide feedback on hospital's spending of a fund's assets and assist in community awareness of gift/estate planning programs of the hospital, start date of your relationship: 2017, the approximate number of hours/month you devote to the other business: 12 hours per year, the number of hours you devote to the other business during securities trading hours: 0; Cypress Cove HOA, Not investment related, 1282 Beach Blvd., Biloxi, MS 39530, Homeowner's Association, Treasurer, Condo Owner, Review of outsourced accounting, financials and invoices for the HOA, start date of your relationship: 4/1/24, approximate number of hours/month you devote to the other business: 5, number of hours you devote to the other business during securities trading hours: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Tara Celeste May'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®
NoneExperience
Current
May 6, 2021 - Present
MAG CAP
Office #1: 1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157RIA
CRD#: 298398
RIDGELAND, MS
Past
April 6, 2021 - April 30, 2025
LEVEL FOUR FINANCIAL, LLC
BD
CRD#: 25700
Ridgeland, MS
Past
May 23, 2019 - January 24, 2022
GRANTHAM POOLE ADVISORS, LLC
RIA
CRD#: 116956
RIDGELAND, MS
Past
December 18, 2018 - April 5, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
BRANDON, MS
Past
August 27, 2018 - April 5, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BRANDON, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MAG CAP
ATALA FINANCIAL | MILESTONE INVESTMENT GROUP | MAGNOLIA CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL ADVISORS LLC | MAGNOLIA CAPITAL ADVISORS D/B/A MAG CAP | MAG CAP ADVISORS | MAG CAP
CRD#: 298398 / SEC#: 801-114023
RIA
Registered Investment Advisory firm - (9/21/2018 Approved)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
Mississippi(5/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
MC
MAG CAP
ATALA FINANCIAL | MILESTONE INVESTMENT GROUP | MAGNOLIA CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL ADVISORS LLC | MAGNOLIA CAPITAL ADVISORS D/B/A MAG CAP | MAG CAP ADVISORS | MAG CAP
CRD#: 298398 / SEC#: 801-114023
RIA
Registered Investment Advisory firm - (9/21/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157
Mailing Address
Phone number
(601) 362-5872
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,743 |
| AUM (Assets Under Management) | $ 1,482,714,109 |
Red Flags
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Company Information
MAG CAP
CRD#: 298398Ridgeland, MS 39157TRUST BUT VERIFY
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