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Tamara Dee Corn

Lion Street Advisors, LLC

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About Tamara Dee Corn

Tamara Dee Corn is an investment advisor representative with Lion Street Advisors, LLC based in Austin, TX. Tamara has over 10 years of experience in the financial services industry and holds multiple securities licenses including Series 66, Series 82TO, Series 7TO, SIE, and Series 99. Tamara is a registered investment advisor representative in Texas and offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining Lion Street Advisors, LLC, Tamara was employed at WFG Investments, Inc. in Dallas, TX.

Firm Information

Tamara Corn is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tamara Corn’s Registration & Firm History

TX

06/01/2021 - Present

Lion Street Advisors, LLC (AUSTIN TX)

TX

10/17/2012 - 02/08/2017

WFG INVESTMENTS, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 12/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara Dee Corn.
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