Tami Borland, financial advisor Palm Beach Gardens FL
93 score

Tami Borland

CRD Number: 5631193
Current Firm: Securian Financial Services, Inc.

Tami Borland (CRD# 5631193) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Palm Beach Gardens, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Evershore Financial Group Palm Beach Garden, FL Apr 2011 - Current 5
Securian Financial Services St. Paul, MN Apr 2011 - Current 5
Minnesota Life Insurance Company St. Paul, MN Apr 2011 - Current 5
Jupiter Plumbing Services Jupiter, FL Jan 2001 - Current 15
Northwestern Mutual Investment Services, LLC Palm Beach Gardens, FL Feb 2010 - Apr 2011 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2010 - Apr 2011 1
Edward Jones St Louis, MO Jan 2009 - Sep 2009 < 1
Nordstrom Orlando, FL Dec 2005 - Sep 2008 2
Lci Holdings Orlando, FL Aug 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Tami N. Borland
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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