Tamara L. Durbin
Professional summary
Tamara Lynn Durbin, who also goes by Tamara Lynn Thompson, is a registered financial advisor currently at APELLA WEALTH located in Huntington Beach, California.
Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Tamara has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Lynn Durbin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2026 - Present
APELLA WEALTH
October 13, 2023 - May 30, 2025
CS TOMASI WEALTH MANAGEMENT
January 28, 2022 - January 19, 2023
LPL FINANCIAL LLC
January 28, 2022 - May 21, 2025
LPL FINANCIAL LLC
October 8, 2020 - February 3, 2022
SECURITIES AMERICA ADVISORS, INC.
October 8, 2020 - February 3, 2022
SECURITIES AMERICA, INC.
December 1, 2015 - October 7, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
July 1, 2002 - October 7, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
April 13, 1999 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
Primary Firm SEC Registration
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2026)
(3/31/2026)
Exams
Current Firm
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/16/2026 | ||
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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