Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Lynn Shumate brown is a financial advisor registered with LPL Financial LLC. Tamara has been in the financial industry since 1986. Tamara is registered as a Registered Representative (RA) in Florida and Texas. Tamara has been employed with LPL Financial LLC since August 2007. Tamara is also a Certified Financial Planner. Tamara has experience providing financial services to high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds. Tamara's firm LPL Financial LLC has over $50 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/19/2017 - Present
LPL Financial LLC (TAMPA FL)
FL
07/12/1991 - 08/17/2007
A. G. EDWARDS & SONS, INC. (TAMPA FL)
NY
11/19/1986 - 07/15/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/13/1986 - 10/24/1986
THE STUART-JAMES COMPANY, INC.
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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