Tama Lamm (CRD# 7497352) is an Investment Advisor Representative working at Edward Jones in Mc Call, ID and has over 2 years of experience in the finance industry.
CRD# 2927817
Core Asset Managnement LLC
CRD# 5787072
Edward Jones
CRD# 7023219
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Feb 2022 - Current | 2 |
| Mountain Town Homes LLC | Mccall, ID | Jan 2003 - Current | 21 |
| Tama Lamm Insurance Services Llc, Dba Mountain Town Insurance | Mccall, ID | Jun 2021 - Feb 2022 | < 1 |
| Sole Proprietor, Tama Lamm Insurance Services | Mccall, ID | May 2020 - May 2021 | 1 |
| State Farm Insurance | Bloomington, IL | Dec 2019 - May 2020 | < 1 |
| Re/max Resort Realty | Mccall, ID | Jan 2019 - Dec 2019 | < 1 |
| Silvercreek Realty Group | Boise, ID | Jan 2012 - Dec 2018 | 6 |
| Tamarack Resort | Donnelly, ID | Oct 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- ID
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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