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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Financial Advisory Services, LLC 3 years, 8 months Apr 2013 - Present
Wealth Financial Group West, Inc. 9 years, 6 months Jun 2007 - Present
Insured Investments Advisors Group 6 months Dec 2006 - Jun 2007
Self-Employed 11 years, 6 months Jun 2005 - Present
Are You
Tami J. Simpson?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Tami Simpson

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 22, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wealth Financial Group West, Inc.

Last updated on Feb. 29, 2016
    • $5.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46
      Accounts
    • $111.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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