Tammy ClementCRD Number: 4386640
Current Firm: First Citizens Investor Services, Inc.
Tammy Clement (CRD# 4386640) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Winston Salem, NC and has over 20 years of experience in the finance industry.
Ubs Financial Services Inc.
Avid Wealth Management, LLC
Principal Securities, Inc.
|First Citizens Investor Services, Inc.||King, NC||Mar 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,625MILLIONS
Total Number of Accounts5,099ACCOUNTS
Average Account Value$318,616
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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