Tara Lynn Blair

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → 04/2024
  Lincoln Financial Advisors Corporation
  Fort Worth, TX
• 04/2024 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 1998-08-12 → 2024-04-30
  Osaic Fa, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Ft Worth, TX

Other Businesses

1) 03/20/2024 - Sage Private Wealth Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/20/2024 - Blair Capital Group LLC - Business Entity For Tax/Investment Purposes Only - TX 76137 - Non investment related - 1% Time spent - Start date: 10/2/2008. 3) 10/07/2025- Tara Blair- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 04/29/2024- 5 Hours Per Month- 5 Hours During Trading 4) 12/30/2025 - Family Member Beneficiary - Other - Family Member Beneficiary - Not Investment Related - At Reported Business Location(s) - Start Date 10/21/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-19

Designations

• Certified Financial Planner

Other Names

• Tara Wokaty
• Tara Lynn Wokaty