Tara Davis

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2014 → 11/2019
  Northeast Retirement Solutions
  Auburn, ME
• 05/2014 → 11/2019
  Commonwealth Financial Network
  Waltham, MA
• 11/2019 → 03/2020
  Ameriprise Financial Services Inc
  Auburn, ME
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Auburn, ME

Previous Registrations

• 2014-09-08 → 2019-11-05
  Commonwealth Financial Network
  Auburn, ME

Other Businesses

Board of Directors; Oxford Hills Music, Arts and Drama Boosters; Treasurer; 256 Main St, , South Paris, ME, 04281; Not Investment-Related; 09/24/2025; 1 to 9 hours per month; 0 during trading hours / Pink Feather Foundation; Treasurer; 83 Pleasant St, , Oxford, ME, 04270; Not Investment-Related; 06/12/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; RPWM LLC; Support Advisor - Meet with ClientsPrep MeetingsCorrespond with Clients; ; 262 S River Rd Ste 201, , Bedford, NH, 3110; Investment-Related; 12/29/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Notary Public; Notary Public; 2 Great Falls Plaza, Suite 6B-4, , Auburn, ME, 04210; Not Investment-Related; 09/04/2002; 1 to 9 hours per month; 1 to 9 during trading hours / Oxford Elementary PTO; Member of the parent teacher organization at my children's elementary school; 79 Pleasant St, , Oxford, ME, 04270; Not Investment-Related; 04/06/2017; 1 to 9 hours per month; 0 during trading hours / Girl Scouts of Maine; Girl Scouts get to lead their own adventures and team up with other girls in an all-girl environment to choose the exciting, hands-on activities that interest them most.; 138 Gannett Dr, , South Portland, ME, 04106; Not Investment-Related; 07/06/2021; 1 to 9 hours per month; 0 during trading hours / Scouting America; Committee Chair of Scouts BSA Troop 130; Scouting America is a youth program of character development and values-based leadership training, which helps young people be "Prepared. For Life."; 17 E Main St, , South Paris, ME, 04281; Not Investment-Related; 04/26/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-20
• S63 Uniform Securities Agent State Law Examination
  2007-12-15

Other Names

• Tara Jean Gammon
• Tara Davis
• Tara Jean Davis