Tara
Scottino

True North Advisors, LLC

CRD#4146737
Investment Advisor
in Dallas, TX

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About this Advisor

Tara Scottino is a certified financial planner working in Dallas, Texas with 6 years of industry experience. Scottino is an advisor for True North Advisors, LLC. Throughout their career, they have worked at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Carter Advisory Services, Carter Fiancial Management, Carter Financial Management and True North Advisors. Scottino has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. True North Advisors, LLC is a company operating out of Dallas, TX. The company has a total of 42 employees. It administers $3 billion in assets between its 3,532 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 3,532 customer accounts, 60% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on the type of financial services offered. However, fees charged by True North Advisors, LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3131 Turtle Creek Suite 1300
Dallas, TX 75219

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True North Advisors, LLC Brokerage Details

Total Assets Under Management

$3,006,399,719

TX Average: $3,042,739,679
Total Number of Employees

42

TX Average: 49
Total Number of Accounts

3,532

TX Average: 2,315
Average Account Size

$851,189

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Tara Scottino Work History

Tara has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

True North Advisors

2009 - Present (15 years)

Raymond James Financial Services Advisors, Inc

2009 - Present (15 years)

Carter Advisory Services

2008 - Present (16 years)

Raymond James Financial Services

2008 - Present (16 years)

Carter Fiancial Management

2007 - Present (17 years)

Carter Financial Management

*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 Tara Scottino 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 True North Advisors, LLC

Matthew Borowski
Dallas, TX
Ivan Salazar
Dallas, TX
Braden Cole
Dallas, TX
Brian Heider
Dallas, TX
Christopher Pate
Fort Worth, TX
Zachary Kuhlman
Fort Worth, TX
Micah Adams
Dallas, TX
Jamie Scott
Dallas, TX

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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