linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tami C Carroll

BSW Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tami? Claim Your Profile

About Tami C Carroll

Tami C. Carroll is a financial advisor registered with BSW Wealth Partners, a Public Benefit Corporation, and has been in the industry for over 12 years. Tami has been with BSW Wealth Partners for over 4 years and previously worked at AXA ADVISORS, LLC. Tami holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Tami specializes in helping individuals, families, and businesses with financial planning, portfolio management, and tax & estate planning coordination.

Firm Information

Tami Carroll is currently registered with BSW Wealth Partners. BSW Wealth Partners is an investment advisor registered with the SEC and based in Boulder, CO. The firm manages approximately $1 billion - $10 billion in assets and provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning and estate planning coordination services. The firm specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
BSW Wealth Partners

2300 BROADWAY STREET

BOULDER, CO 80304

$1.84B

Assets Under Management

Not reported

Total Clients

15

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

1. tax & estate planning coordination 2. diversification planning 3. employee stock options

1. tax & estate planning coordination 2. diversification planning 3. employee stock options

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Travel reimbursement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tami Carroll’s Registration & Firm History

CO

12/06/2023 - Present

BSW Wealth Partners (BOULDER CO)

CO

10/14/2010 - 02/13/2012

AXA ADVISORS, LLC (DENVER CO)

Not sure if Tami C Carroll is right for you?

Licenses & Designations

BOTH

Issued 11/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tami C Carroll.
Not sure if Tami C Carroll is right for you?