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Tamara Lisa Indianer

Capital Analysts

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About Tamara Lisa Indianer

Tamara Indianer is a financial professional with over 25 years of experience in the industry. She is currently registered with Capital Analysts, a firm with a strong track record of providing comprehensive financial solutions to individuals, families, and businesses. Tamara specializes in a variety of areas, including portfolio management, financial planning, and pension consulting. She is committed to helping clients achieve their financial goals by providing personalized advice and guidance.

Firm Information

Tamara Indianer is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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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 Indianer’s Registration & Firm History

MA

09/15/2015 - Present

Capital Analysts (Waltham MA)

CT

06/22/1995 - 05/19/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 05/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara Lisa Indianer.
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