Tamara Acree, financial advisor Forest VA

Tamara Acree

CRD Number: 6165625
Current Firm: Hsc Wealth Advisors

Tamara Acree (CRD# 6165625) is an Investment Advisor Representative working at Hsc Wealth Advisors in Forest, VA and has over 10 years of experience in the finance industry. Tamara Acree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hsc Wealth Advisors Forest, VA May 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Tamara D. Acree
Phone Number: 434-316-9356
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    1,703
    ACCOUNTS
  • Average Account Value
    $210,287
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, ME, NC, NE, TX, VA

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