Tamara L. Surratt
Professional summary
Tamara Lynn Surratt, who also goes by Tammy Lynn Surrat-medford, Tammy Lynn Surratt, Tammy Lynn Surratt-medford, Tamara L. Surratt, is a registered financial advisor currently at LEGACY FAMILY OFFICE, LLC located in Bonita Springs, Florida.
Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Tamara has worked at 6 firms and has passed the Series 66, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Lynn Surratt's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2014 - Present
LEGACY FAMILY OFFICE, LLC
Office #1: 9990 Coconut Road Suite 225, Bonita Springs, FL 34135April 26, 2024 - October 4, 2024
ETON ADVISORS
February 4, 2013 - December 11, 2013
PATHSTONE
May 29, 2008 - March 1, 2013
LEGACY FAMILY OFFICE, LLC
June 28, 2006 - August 8, 2008
LPL FINANCIAL LLC
April 20, 2006 - August 8, 2008
LPL FINANCIAL LLC
April 30, 2002 - May 3, 2006
KEYBANC CAPITAL MARKETS INC.
May 15, 2001 - April 2, 2002
AMSOUTH INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/24/2014)
(9/24/2020)
Exams
Current Firm
LEGACY FAMILY OFFICE, LLC
CRD#: 147160 / SEC#: 801-69166
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 60,577,114 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/02/2025 | ||
| 11/17/2023 | ||
| 10/19/2023 | ||
| 01/10/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
