TS
Tamara Smith
from Legacy Financial Group
Tamara Smith is a financial advisor based in Iowa, Des Moines,
with 16 years of experience. Tamara currently works for
Legacy Financial Group.
Tamara maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Tamara Smith works at Legacy Financial Group
Legacy Financial Group is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $726,274,366 of assets under management and employs about 18 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and financial education program fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and financial education program fees
Office location
6000 Grand Avenue, Suite B, Des Moines, Iowa, 50312
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting