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Tamra Gann-Curry

27 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance

Tamra Gann-Curry is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2200 Space Park Dr. Ste 235, Houston, TX, 77058

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Other Business ActivitiesSells Insurance

Tamra sells Medicare-related insurance products, dedicating minimal time to this activity. She also operates under the DBA Starburst Financial Group for her LPL business, spending about 10-20% of her time on it.

Employment History
Current Registrations
LPL Financial LLC
June 2011 - Present · 14 yrs 11 mos
LPL Financial LLCBroker
December 2005 - Present · 20 yrs 5 mos
Previous Registrations
Metropolitan Life Insurance CompanyBroker
June 1998 - October 2005 · 7 yrs 4 mos
Metlife Securities INC.Broker
June 1998 - October 2005 · 7 yrs 4 mos
State Registrations7 states
CAFLORPATXVAWA
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.