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Tammy Rachelle Claramunt-kibbe

Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. LPL Financial LLCAug 2022 to now
  2. Members First Credit UnionAug 2022 to now
  3. Credit Union TrustAug 2022 to Oct 2024
  4. Edward JonesNov 2015 to Aug 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (MI).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3189261
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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