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 operating out of Dallas, Texas who has 10 years of industry experience. Tagg currently works for Fsc Securities Corporation. Over the course of their career, they have held roles at Dbt Wealth Consultants, Fsc Securities Corporation, Brennan Wealth Advisors, LLC, Brennan Financial Services and Bfs Advisory Group, LLC. Tagg maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Louisiana, Missouri, Montana, Nebraska, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Fsc Securities Corporation is a registered investment company based out of Atlanta, GA. It has offices in 334 locations and a total of 2,174 employees. It administers $12 billion in assets between its 52,792 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 94 charitable organizations. Of its 52,792 client accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Fsc Securities Corporation provides a number of services, such as 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. A financial advisor's fee schedules depend on the financial services offered. However, fees charged by Fsc Securities Corporation likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Office Location

8201 Preston Rd Suite 400
Dallas, TX 75225

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

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

2,174

TX Average: 58
Total Number of Accounts

52,792

TX Average: 1,608
Average Account Size

$222,489

TX Average: $2,220,225

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 been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

Bfs Advisory Group, LLC

2018 - Present (6 years)

Brennan Financial Services

2009 - Present (15 years)

Fsc Securities Corporation

1999 - Present (25 years)

Fsc Securities Corporation

2014 - 2021 (7 years)

Dbt Wealth Consultants

2010 - 2014 (4 years)

Brennan Wealth Advisors, LLC

1999 - 2018 (19 years)

Brennan Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Debra Tagg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Patricia Elebash
Atlanta, GA
Philip Moston
Thousand Oaks, CA
Judith Plain
Pittsford, NY
Kepa Eizaguirre-Borreson
Northampton, MA
Cynthia Pelosi
Atlanta, GA
Tal Diekvoss
Milwaukee, WI
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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