Tamara Lynn Durbin
Investment adviser representative at Apella Wealth
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
Are you Tamara Lynn Durbin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Apella WealthMar 2026 to now
- K�rFeb 2020 to now
- Cs Tomasi Wealth ManagementJan 2023 to May 2025
- LPL Financial, LLCNov 2020 to Dec 2022
- Securities America AdvisorsOct 2020 to Jan 2022
- Securities America, Inc.Oct 2020 to Jan 2022
- Thrivent Financial for LutheransJul 2002 to Sep 2020
- Thrivent Investment Management Inc.Jul 2002 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, CT).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 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
- 3193491
- Firm CRD
- 171106