Tamra Lynn Enriquez
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Tamra Lynn Enriquez? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Steward Partners Investment Advisory, LLCFeb 2023 to now
- Steward Partners Global Advisory, LLCFeb 2023 to now
- Steward Partners Investment Solutions, LLCFeb 2023 to now
- Hilltop SecuritiesFeb 2022 to Feb 2023
- Momentum Independent Network IncFeb 2022 to Feb 2023
- Scf Investment Advisors, IncMar 2018 to Feb 2022
- Scf Securities, IncMar 2018 to Feb 2022
- Cetera Advisor Networks LLCFeb 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 4697632
- Firm CRD
- 283004