TB
TB

Tami Bryan

23 Years of Experience
Seattle, WA
1 DisclosureBroker

Tami Bryan is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

925 Fourth Ave Ste 3600, Seattle, WA, 98104

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History

Regulatory History (1)
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Criminal
December 1995
Final Disposition
Other Business Activities

Tami owns and manages a rental property since 1997. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 8 mos
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Mcadams Wright Ragen, INC.
June 2008 - November 2014 · 6 yrs 5 mos
Mcadams Wright Ragen, INC.Broker
February 2008 - November 2014 · 6 yrs 9 mos
Pacific West Securities, INC.Broker
February 2008 - February 2008 · 0 mos
Ragen Mackenzie IncorporatedBroker
July 1992 - October 1997 · 5 yrs 3 mos
State Registrations1 state
WA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Tami Bryan - Financial Advisor | TrueAdvisor