Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Partridge is a Registered Investment Advisor with Orba Wealth Advisors, LLC. Tamara has been in the financial services industry since January 2009 and holds a Series 65 license. Tamara is registered in Illinois and Texas. Tamara specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Orba Wealth Advisors, LLC, has a total of 16 investment advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
07/29/2024 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 12/29/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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