Tamela HunterCRD Number: 5834754
Current Firm: Transamerica Retirement Advisors, LLC
Tamela Hunter (CRD# 5834754) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Denver, CO and has over 8 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Meridian Wealth Management LLC
|Transamerica Investors Securities Corporation||Denver, CO||Nov 2017 - Current||5|
|Transamerica Retirement Solutions||Denver, CO||Nov 2017 - Current||5|
|J.p. Morgan Securities LLC||Greenwood Village, CO||Jun 2016 - Nov 2017||1|
|Charles Schwab Bank||Lone Tree, CO||May 2015 - Jun 2016||1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Aug 2010 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management11,509MILLIONS
Total Number of Accounts137,737ACCOUNTS
Average Account Value$83,557
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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