Tammy Paquette
Tammy Paquette is a registered investment advisor at LPL Financial LLC, based in Safford, AZ, with 19 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
280 W Main St, Safford, AZ, 85546-2349
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
February 2009Other Business Activities
Tammy is the owner of Lazy P LLC, a cattle business, dedicating about 10-20% of her time. She also operates under the DBA OneAZ Wealth Management for her LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations24 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.