Tammy B Paxton
CFP®Professional Summary
Tammy B Paxton, CFP®, who also goes by Tammy Deon Bailey, Tammy Bailey Marlowe, Tammy Bailey Paxton, is a registered financial advisor currently at GPWA, LLC located in Nashville, Tennessee. Tammy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Tammy has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tammy Deon Bailey, Tammy Bailey Marlowe, Tammy Bailey Paxton
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GPWA, LLC | GRAMERCY PARK WEALTH ADVISORS, LLC
Contact Information
Main Address
2400 Barton Ave., Nashville, TN 37212Mailing Address
2400 Barton Ave., Nashville, TN 37212Phone Number
(615) 424-2118Established
Tennessee since 01/29/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
7FINRA licenses (12 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
333AUM (Assets Under Management)
$108,103,094Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/18/2020)
(9/18/2020)
(9/18/2020)
(9/18/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Tammy B Paxton's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Tammy B Paxton's CRS (Customer Relationship Summary).
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