Tammy Albertson, financial advisor Petaluma CA
93 score

Tammy Albertson

CRD Number: 1887777
Current Firm: Rbc Capital Markets, LLC

Tammy Albertson (CRD# 1887777) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Petaluma, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Corporation Santa Rosa, CA Mar 2008 - Current 8
Rbc Dain Rauscher Inc. San Francisco, CA Feb 2003 - Mar 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Tammy L. Albertson
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
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
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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