Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammie? Claim Your ProfileTammie Lyn Farrell is a financial advisor with over 25 years of experience in the industry. Tammie Lyn has been registered with Capital Investment Advisory Services, LLC since 2012. Previously, Tammie Lyn worked with Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., BISYS Brokerage Services, Inc., LINSCO/PRIVATE LEDGER CORP. and SunTrust Securities, Inc. Tammie Lyn holds Series 63, 66, 7 and SIE licenses and is registered in several states including Alabama, Arizona, Florida, Georgia, and North Carolina. In addition to her role at Capital Investment Advisory Services, LLC, Tammie Lyn also owns and operates Farrell Wealth & Associates, LLC, a financial consulting business. Tammie Lyn Farrell specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, high net worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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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2
NC
10/09/2012 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NC
10/01/2000 - 10/09/2012
WELLS FARGO ADVISORS, LLC (FRANKLIN NC)
NC
02/29/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
02/02/1998 - 02/16/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
SC
02/17/1995 - 02/11/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
07/13/1994 - 11/18/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 07/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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