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Tammy Lynn Symons

Mariner Independent

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About Tammy Lynn Symons

Tammy Lynn Symons is a financial advisor with Mariner Independent. Tammy is an Investment Advisor Representative. Tammy has been a financial advisor for 16 years and is also a Certified Financial Planner. Tammy has experience with clients including individuals, families, high net worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Tammy has a strong focus on financial planning, portfolio management, and pension consulting. Tammy is also registered to provide investment advisory services in New Hampshire.

Firm Information

Tammy Symons is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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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Tammy Symons’s Registration & Firm History

NH

08/10/2024 - Present

Mariner Independent (Bedford NH)

NH

10/08/2007 - 01/11/2016

AMERIPRISE FINANCIAL SERVICES, INC. (HAMPTON NH)

NH

01/17/2005 - 07/27/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MANCHESTER NH)

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Licenses & Designations

BOTH

Issued 11/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tammy Lynn Symons.
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