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Tamra Lynn Enriquez

Steward Partners Investment Advisory, LLC

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About Tamra Lynn Enriquez

Tamra Lynn Enriquez is an investment advisor representative with Steward Partners Investment Advisory, LLC. Tamra has over 19 years of experience in the financial services industry. Tamra is licensed to provide investment advice in all 50 states and the District of Columbia. Tamra has also worked for other firms in the past, including Momentum Independent Network Inc., Hilltop Securities Inc., SCF Securities, Inc., Cetera Advisor Networks LLC, and Wells Fargo Advisors, LLC.

Firm Information

Tamra Enriquez is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

1920 MCKINNEY AVE

DALLAS, TX 75201

$20.43B

Assets Under Management

21,758

Total Clients

356

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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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.

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financial consulting

Financial consulting

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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Tamra Enriquez’s Registration & Firm History

TX

02/21/2023 - Present

Steward Partners Investment Advisory, LLC (DALLAS TX)

TX

03/02/2022 - 02/22/2023

MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)

TX

02/15/2022 - 02/22/2023

HILLTOP SECURITIES INC. (DALLAS TX)

CA

04/03/2018 - 02/15/2022

SCF SECURITIES, INC. (SAN DIEGO CA)

CA

02/13/2014 - 03/08/2018

CETERA ADVISOR NETWORKS LLC (RANCHO CORDOVA CA)

CA

08/02/2007 - 02/04/2014

WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)

CA

11/13/2003 - 11/02/2006

E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)

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Licenses & Designations

IA

Issued 5/3/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/18/2019

Series 4 - Registered Options Principal Examination

BC

Issued 1/26/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 5/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tamra Lynn Enriquez. Review regulatory record here.
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