Tami WarrCRD Number: 5492609
Current Firm: Fusion Analytics Investment Partners LLC
Tami Warr (CRD# 5492609) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Dallas, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Fusion Analytics Investment Partners LLC||Dallas, TX||Feb 2010 - Current||8|
|Rbc Wealth Management||Dallas, TX||Feb 2008 - Jan 2010||1|
|Unemployed||Fort Worth, TX||Jan 2008 - Feb 2008||< 1|
|Advanced Restaurant Finance||Fort Worth, TX||Dec 2006 - Jan 2008||1|
|Unemployed/extended Travel||Austin, TX||Jan 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management207MILLIONS
Total Number of Accounts740ACCOUNTS
Average Account Value$280,068
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, FL, LA, NJ, NY, PA, TX
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