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CFP
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CFP

Tamira Eberhardt

10 Years of Experience
Fort Collins, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Tamira Eberhardt is a CFP-designated registered investment advisor, based in Fort Collins, CO, with 10 years of industry experience. Tamira is also registered as a broker, so some compensation may come from commissions on products sold.

Location

1136 E Stuart St., Bldg 2, Ste. 2100, Fort Collins, CO, 80525

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History

Regulatory History (1)
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Criminal
April 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
Cambridge Investment Research Advisors, INC.
April 2026 - Present · 6 mos
Cambridge Investment Research, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
LPL Financial LLC
August 2018 - April 2026 · 7 yrs 8 mos
LPL Financial LLCBroker
August 2018 - April 2026 · 7 yrs 8 mos
Securities America Advisors, INC.
March 2016 - August 2018 · 2 yrs 5 mos
Securities America, INC.Broker
February 2016 - August 2018 · 2 yrs 6 mos
State Registrations40 states
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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.
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Tamira Eberhardt - Financial Advisor | TrueAdvisor