Tamika BishopCRD Number: 4788091
Current Firm: Homestead Advisers Corp.
Tamika Bishop (CRD# 4788091) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 18 years of experience in the finance industry. Tamika Bishop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Homestead Advisers Corp.||Arlington, VA||Jan 2022 - Current||1|
|Homestead Financial Services Corp.||Arlington, VA||Jan 2022 - Current||1|
|Nreca||Arlington, VA||Jan 2014 - Dec 2021||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
|S63||Uniform Securities State Law Examination||Jul 2022|
Total Assets Under Management6,965MILLIONS
Total Number of Accounts21ACCOUNTS
Average Account Value$331,662,421
- A percentage of assets under your management
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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