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Scott Patrick Tarra

WALL ADVISORS, INC.·LAKELAND, Florida
SIE, Series 27, Series 99TOClean recordWALL ADVISORS, INC.
212 E HIGHLAND DRIVE, LAKELAND, FL 33813CRD# 4593965Firm CRD# 125272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Patrick Tarra · LAKELAND, FL
Registration
CRD #4593965 · WALL ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WALL ADVISORS, INC.
CRD 125272 · SEC 801-119837
AUM
$208M
Regulatory assets under management
Employees
3
453 client accounts
Services offered by WALL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WALL ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Scott Patrick Tarra offer?
Scott Patrick Tarra specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Scott Patrick Tarra's credentials?
Scott Patrick Tarra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Patrick Tarra located?
Scott Patrick Tarra is based in LAKELAND, Florida, working with WALL ADVISORS, INC.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Scott Patrick Tarra charge for services?
Scott Patrick Tarra's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALL ADVISORS, INC.?
WALL ADVISORS, INC. has approximately 3 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALL ADVISORS, INC.

Hosler Lee Wall
LAKELAND, FL

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