AdvisorOS Directory
Claim Profile
TG

Tara Lynn Genstil

SPANOS BARBER JESSE & CO., LLC·WALNUT CREEK, California
Unclaimed Profile
2001 NORTH MAIN STREET, WALNUT CREEK, CA 94596CRD# 5431381Firm CRD# 293841
01

About

Tara Lynn Genstil is a registered financial advisor based in WALNUT CREEK, California, affiliated with SPANOS BARBER JESSE & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPANOS BARBER JESSE & CO., LLC
SBJ CAPITAL
AUM
$616M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at SPANOS BARBER JESSE & CO., LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5431381
Firm CRD# 293841
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tara Lynn Genstil offer?
Tara Lynn Genstil specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.
What are Tara Lynn Genstil's credentials?
Tara Lynn Genstil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Lynn Genstil located?
Tara Lynn Genstil is based in WALNUT CREEK, California, working with SPANOS BARBER JESSE & CO., LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Tara Lynn Genstil charge for services?
Tara Lynn Genstil's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPANOS BARBER JESSE & CO., LLC?
SPANOS BARBER JESSE & CO., LLC has approximately 15 employees and manages $616M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALNUT CREEK
Paul Owens Javier — HAHN CAPITAL MANAGEMENT, LLCMichael Arthur Whitfield — HAHN CAPITAL MANAGEMENT, LLCDavid Matthew Allen — ACCUVEST GLOBAL ADVISORSNeil Jubaili — CEDAR WEALTH MANAGEMENT, LLCJohn David Schaeffer — HAHN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile