Tamara Perrin-Preus
Tamara Perrin-Preus is a registered investment advisor at Osaic Wealth, INC., based in Yuba City, CA, with 38 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
667 Plumas St, Ste A, Yuba City, CA, 95991
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Regulatory History (1)
Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Tamara is an insurance agent selling fixed annuities, health, life, and disability insurance, dedicating a few hours per week to this activity. She also owns rental property, acts as power of attorney for family members, is a co-trustee for her parents' family trust, may sell personal art projects, and is the secretary for her condo's HOA.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Great Western Financial Securities CorporationBroker
First Affiliated Securities, INC.Broker
First Affiliated Securities, INC.Broker
State Registrations6 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.