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 15 years of experience in the finance industry.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
Northwestern Mutual Investment Services,llc
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Sep 2002 - Current||15|
|1st Source Bank||South Bend, IN||Oct 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management3,036MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$1,518,170,453
- 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