Tameka Smart, financial advisor Temple Terrace FL

Tameka Smart

CRD Number: 4957967
Current Firm: Charles Schwab & Company, Inc.

Tameka Smart (CRD# 4957967) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 15 years of experience in the finance industry.

Similar Advisors
Kevin Arquette, financial advisor Temple Terrace FL
Kevin M. Arquette
CRD# 3229164
Commonwealth Financial Network
Similar Advisors
Douglas Wilkinson, financial advisor Temple Terrace FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Temple Terrace FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. Tampa, FL May 2020 - Current 3
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Planning Services Tampa, FL Oct 2015 - May 2020 4
Usaa Financial Advisors, Inc. Tampa, FL Aug 2015 - May 2020 4
Usaa Wesley Chapel, FL Jan 2015 - Oct 2015 < 1
Unemployed Hampton, VA Nov 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Tameka M. Smart
Phone Number: 415-667-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.