Tamara Huey
Tamara Huey is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 34 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
3550 Camino Del Rio N, Ste 100, San Diego, CA, 92108-1738
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2025Other Business ActivitiesSells Insurance
Tamara owns commercial real estate properties since 2013 and 2022. She also works as an independent insurance broker for First Colony Life Insurance since 2007 and Banner Life since 2014.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Wells Fargo Securities INC.Broker
Thomas James Associates, INC.Broker
State Registrations22 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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