Tamara Carbajal (CRD# 7860476) is an Investment Advisor Representative working at Summit Global Investments, LLC in Castle Rock, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tlc Wealth Advisors LLC | Castle Rock, CO | Jun 2021 - Current | 2 |
| Preferred Merchant Solutions LLC | Castle Rock, CO | Mar 2021 - Current | 3 |
| Whiting Petroleum | Denver, CO | Jan 2020 - Dec 2020 | < 1 |
| Callon Petroleum | Houston, TX | Mar 2019 - Jan 2020 | < 1 |
| Unemployed | Houston, TX | Sep 2018 - Mar 2019 | < 1 |
| Bp | Houston, TX | Aug 1994 - Aug 2018 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CO
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Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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