Tami Simpson (CRD# 5263487) is an Investment Advisor Representative working at Wealth Financial Group West, Inc. in Costa Mesa, CA and has over 16 years of experience in the finance industry. Tami Simpson 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Financial Group West, Inc. | Costa Mesa, AZ | Nov 2022 - Current | 1 |
| Gradient Advisors, LLC | Arden Hills, MN | Nov 2018 - Current | 5 |
| Wealth Financial Group West, Inc. | Costa Mesa, AR | Jun 2007 - Current | 16 |
| Simpson & Simpson Life Insurance Services, Inc. | Costa Mesa, CA | Feb 2007 - Current | 17 |
| Brokers International | Urbandale, IA | May 2017 - Dec 2018 | 1 |
| Wealth Financial Group West, Inc. | Lake Arrowhead, CA | Jun 2007 - Dec 2017 | 10 |
| Sgl Financial, LLC | Chicago, IL | Apr 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- CA
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$231,329
- 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
- Selection of other advisers (including private fund managers)
CA, TX
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