Tamara Smith, financial advisor Des Moines IA

Tamara Smith

CRD Number: 4248825
Current Firm: Legacy Financial Group

Tamara Smith (CRD# 4248825) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Financial Group Des Moines, IA Nov 2018 - Current 2
Peterson Financial Group, Inc. West Des Moines, IA Oct 2016 - Nov 2018 2
Princor Financial Services Corporation Sioux Falls, SD Aug 2013 - Oct 2016 3
American Diabetes Association Sioux Falls, SD Mar 2016 - Jul 2016 < 1
Principal Life Insurance Company Sioux Falls, SD Aug 2013 - Dec 2015 2
Princor Financial Services Corporation Des Moines, IA Oct 2004 - Jul 2013 8
Principal Life Insurance Company Des Moines, IA May 1992 - Jul 2013 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Tamara L. Smith
Phone Number: 515-255-3306
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    489
    MILLIONS
  • Total Number of Accounts
    2,993
    ACCOUNTS
  • Average Account Value
    $163,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, NH, TX, WI

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