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Tambra Jw Estill

Advisory Services Network

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About Tambra Jw Estill

Tambra Estill is an Investment Advisor Representative with Advisory Services Network. Tambra is a Registered Investment Advisor, licensed to provide financial advice in New York and Texas. Tambra has been in the industry for more than 10 years and has worked for several other firms, including CADARET, GRANT & CO., INC., THE INVESTMENT CENTER, INC., and MML INVESTORS SERVICES, LLC. Tambra has a strong background in financial planning, portfolio management, and investment advice, and is committed to providing her clients with personalized financial solutions.

Firm Information

Tambra Estill is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Tambra Estill’s Registration & Firm History

NY

07/08/2024 - Present

Advisory Services Network (Saratoga Springs NY)

NY

03/11/2019 - 07/10/2024

CADARET, GRANT & CO., INC. (Burnt Hills NY)

NY

10/03/2017 - 11/30/2018

THE INVESTMENT CENTER, INC. (BALLSTON SPA NY)

NY

08/18/2016 - 10/02/2017

MML INVESTORS SERVICES, LLC (Saratoga Springs NY)

NY

12/03/2015 - 07/27/2016

NYLIFE SECURITIES LLC (LATHAM NY)

NY

11/11/2014 - 02/05/2015

AMERITAS INVESTMENT CORP. (SARATOGA SPRINGS NY)

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Licenses & Designations

IA

Issued 07/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tambra Jw Estill.
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