JOSE A TAGLE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2021-08-04 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2015-11-05 | 2021-07-26 | — |
| CHARLES SCHWAB & CO., INC. | 2011-11-28 | 2015-10-08 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2011-05-03 | 2011-10-31 | — |