Tamara Kinney, financial advisor Flagstaff AZ

Tamara Kinney

CRD Number: 4272821
Current Firm: Ascendant Financial Solutions, Inc.

Tamara Kinney (CRD# 4272821) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ascendant Financial Solutions Flagstaff, AZ Aug 2006 - Current 14
Geneos Wealth Management, Inc. Flagstaff, AZ May 2004 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Tamara W. Kinney
Phone Number: 928-774-9598
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $359,034
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, TX

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