Tamara Colvin is a CFP-designated registered investment advisor, based in Westerville, OH, with 34 years of industry experience.
Location
577 Office Pkwy, Westerville, OH, 43082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamara is the co-owner and president of The Flaherty Consulting Group, Inc., an entity established to facilitate securities, advisory, and insurance business, dedicating all of her time during business hours. She also engages in fixed insurance sales, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
State Registrations28 states
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