Tamara Haskins (CRD# 4203733) is an Investment Advisor Representative working at Eagle Strategies LLC in Clarksburg, MD and has over 19 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mahoney Financial Organization, LLC | Clarksburg, MD | Dec 2021 - Current | 2 |
| Eagle Strategeis LLC | Bethesda, MD | Aug 2016 - Current | 7 |
| New York Life Insurance Company | Bethesda, MD | Dec 2014 - Current | 9 |
| Nylife Securities LLC | Bethesda, MD | Dec 2014 - Current | 9 |
| Bluepoint Financial, LLC | Bethesda, MD | Jun 2021 - Jul 2021 | < 1 |
| Unemployed | Gaithersburg, MD | Oct 2014 - Dec 2014 | < 1 |
| Eaglestone Wealth Advisors Inc. | Rockville, MD | Nov 2011 - Oct 2014 | 2 |
| Triad Advisors Inc. | Norcross, GA | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- MD
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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