Tamira Eberhardt
Tamira Eberhardt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1136 E Stuart St Bldg 2, Ste 2100, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (1)
Criminal
April 1995Other Business ActivitiesSells Insurance
Tamira is affiliated with JBA Wealth Management Group as an insurance agency and DBA for LPL business. She also owns rental real estate through JED Capital Group, LLC, and works as a notary.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations40 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.