Tara Maxwell is a registered investment advisor, based in San Antonio, TX, with 27 years of industry experience.
Location
250 W. Nottingham, Suite 300, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tara is a Supervisor of Sendero Family Office, LLC since June 2022, dedicating a few hours per week to this role. Her work involves operational and administrative management for a high-net-worth family office.
Employment History
Current Registrations
Sendero Securities, LLCBroker
Sendero Wealth Management, LLC
Previous Registrations
Condera Securities, LLCBroker
Redstone Consulting LLC
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.