Tamara Brown
Tamara Brown is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 40 years of industry experience. Tamara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4890 W Kennedy Blvd Ste 860, Tampa, FL, 33609
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Tamara is a member of the Tampa Bay Estate Planning Council and spends minimal time attending monthly meetings. She also runs commissions through Tampa Capital Group, LLC, and spends minimal time as a broker selling fixed annuities and as an agent for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
The Stuart-James Company, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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