Tara Celeste May
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tara Celeste Dobbins
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RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
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RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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RAYMOND JAMES & ASSOCIATES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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RAYMOND JAMES & ASSOCIATES, INC.
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
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
Contact Information
Main Address
1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157Phone Number
(601) 362-5872# of Employees
18SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,324AUM (Assets Under Management)
$1,691,479,335Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
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
State Registrations and Notice Filings
(5/6/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Tara Celeste May's CRS (Customer Relationship Summary).
Similar Advisors
RAYMOND JAMES & ASSOCIATES, INC.