Debra
Tagg

Fsc Securities Corporation

CRD#3176218
Investment Advisor
in Dallas, TX
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About this Advisor

Debra Tagg is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor at Fsc Securities Corporation, Tagg has 19 years of work experience in the financial advisory industry. Tagg holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Tagg can operate in Colorado, Georgia, Montana, Texas, Utah, Wyoming, Florida, Louisiana, Missouri, Indiana, Oklahoma and Nebraska. Tagg has gained experience at Dbt Wealth Consultants, Fsc Securities Corporation and Brennan Wealth Advisors, LLC. Fsc Securities Corporation is based out of Dallas, Texas, and has 466 other offices throughout the country. As a company, Fsc Securities Corporation oversees $8 billion in assets dispersed across 34,655 client accounts and retains more than 1,740 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 17,971 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 14% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fsc Securities Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8201 Preston Rd Suite 400
Dallas, TX 75225

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,223,701,222

TX Average: $3,570,121,308
Total Number of Employees

1,602

TX Average: 58
Total Number of Accounts

38,866

TX Average: 1,608
Average Account Size

$211,591

TX Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Debra Tagg Work History

Debra has 19 years of experience.

2014 - Present (5 years)

Dbt Wealth Consultants

2009 - Present (10 years)

Fsc Securities Corporation

1999 - Present (20 years)

Fsc Securities Corporation

2010 - 2013 (3 years)

Brennan Wealth Advisors, LLC

Disclosures

Debra Tagg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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