Tamara WilliamsCRD Number: 5073237
Current Firm: Geneos Wealth Management, Inc.
Tamara Williams (CRD# 5073237) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Houston, TX and has over 13 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Mdk Financial Group Inc.||Houston, TX||Aug 2021 - Current||< 1|
|Geneos Wealth Management||Houston, TX||Aug 2021 - Current||< 1|
|Royal Alliance Associates, Inc.||Houston, TX||Apr 2021 - Aug 2021||< 1|
|Fsc Securities Corporation||Atlanta, GA||Oct 2017 - Apr 2021||3|
|Kurt Mattson||Atlanta, GA||Apr 2017 - Oct 2017||< 1|
|Northwestern Mutual Investment Services LLC||Atlanta, GA||Apr 2017 - Oct 2017||< 1|
|Kurt Mattson||Atlanta, GA||Apr 2017 - Apr 2017||< 1|
|Stavis And Cohen Financial||Houston, TX||Sep 2016 - Mar 2017||< 1|
|Unemployed||Kingwood, TX||Apr 2016 - Aug 2016||< 1|
|David Alan Higgins||Houston, TX||Jan 2016 - Apr 2016||< 1|
|Postlewaithe & Netterville||Houston, TX||Aug 2015 - Dec 2015||< 1|
|Stavis And Cohen Financial||Houston, TX||Jun 2014 - Jul 2015||1|
|Unemployed||Kingwood, TX||May 2013 - Jun 2014||1|
|Merrill Lynch||Atlanta, GA||Dec 2005 - May 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management4,580MILLIONS
Total Number of Accounts18,719ACCOUNTS
Average Account Value$244,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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