|Other Names:||Tami Jo Mcgrew, Tami Jo Tessner|
Wealth Financial Group West, Inc.
Tami Simpson is an executive and is an owner of Wealth Financial Group West, Inc., a $3M RIA based in Costa Mesa, CA. Tami is also registered with Wealth Financial Advisory Services, LLC, a $34M RIA based in Buffalo Grove, IL. Tami has held an industry securities registration for 7 years and is subject to SEC oversight.
|Wealth Financial Advisory Services, LLC||1 year, 8 months||Apr 2013 - Present|
|Wealth Financial Group West, Inc.||7 years, 6 months||Jun 2007 - Present|
|Insured Investments Advisors Group||8 years||Dec 2006 - Present|
|Self-Employed||9 years, 6 months||Jun 2005 - Present|
|Retired||8 months||Oct 2004 - Jun 2005|
|Southeastern California Conference of Seventh-Day Adventists||10 years, 9 months||Jan 1994 - Oct 2004|
|Uniform Investment Adviser Law Examination||Series 65||05/21/2007|
|High Net Worth Individuals|
No Disclosures Found
|As of Date||