Tamara L. Indianer
Professional summary
Tamara Lisa Indianer, AIF®, CFP®, who also goes by Tammy Indianer, is a registered financial advisor currently at CAPITAL ANALYSTS located in Fort Washington, Pennsylvania and LINCOLN INVESTMENT located in Fort Washington, Pennsylvania.
Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Tamara has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Lisa Indianer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
September 15, 2015 - Present
CAPITAL ANALYSTS
Office #1: 601 Office Center Drive Suite 300, Fort Washington, PA 19034May 19, 2000 - Present
LINCOLN INVESTMENT
Office #1: 601 Office Center Drive Suite 300, Fort Washington, PA 19034June 22, 1995 - May 19, 2000
VOYA FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2000)
(5/19/2000)
(5/19/2000)
(9/22/2000)
(5/19/2000)
(9/15/2015)
(4/2/2024)
(5/19/2000)
(9/21/2000)
(5/19/2000)
(9/22/2000)
(9/22/2000)
Exams
FINRA
Current Firm
CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/22/2025 | ||
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
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