Tamara SimonCRD Number: 4585159
Current Firm: 1st Source Corporation Investment Advisors, Inc.
Tamara Simon (CRD# 4585159) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 14 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Sep 2002 - Current||15|
|1st Source Bank||South Bend, IN||Oct 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management2,993MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$1,496,592,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients