Tamara LeeCRD Number: 5759244
Current Firm: Raymond James & Associates, Inc.
Tamara Lee (CRD# 5759244) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 8 years of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Commonwealth Financial Network
|Raymond James & Associates||Pittsfield, MA||Feb 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management306,121MILLIONS
Total Number of Accounts950,978ACCOUNTS
Average Account Value$321,902
- 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)
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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