Tamara Friar (CRD# 3181513) is an Investment Advisor Representative working at Pnc Investments in Round Rock, TX and has over 25 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Round Rock, TX | Aug 2021 - Current | 2 |
| Bbva Wealth Solutions, Inc. | Taylor, TX | May 2021 - Aug 2021 | < 1 |
| Bbva Securities Inc. | Taylor, TX | May 2013 - Aug 2021 | 8 |
| Compass Bank | Taylor, TX | Aug 2009 - Aug 2021 | 12 |
| Bbva Compass Insurance Agency Inc. | Austin, TX | Jun 1987 - Aug 2021 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- TX
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Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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