Tamara SmithCRD 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.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|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|
Total Assets Under Management489MILLIONS
Total Number of Accounts2,993ACCOUNTS
Average Account Value$163,391
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, NH, TX, WI
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