TS
Tamara Surratt
from Legacy Family Office, LLC
Tamara Surratt is a financial advisor based in Florida, Bonita Springs,
with 18 years of experience. Tamara currently works for
Legacy Family Office, LLC.
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
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Tamara Surratt works at Legacy Family Office, LLC
Legacy Family Office, LLC is a financial advisory firm based in Bonita Springs, Florida. It currently has approximately $10,833,308 of assets under management and employs about 3 people. Legacy Family Office, LLC uses a fee structure of and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
and fixed fees
Office location
9990 Coconut Road, Suite 225, Bonita Springs, Florida, 34135
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