Tammy Lynn Symons
Investment adviser representative at Mariner Independent
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mariner IndependentAug 2024 to now
- Logarus Wealth Solutions, CorpAug 2024 to now
- Mariner Platform SolutionsAug 2024 to now
- Newedge Advisors, LLCNov 2021 to Aug 2024
- Crescent Wealth PartnersSep 2019 to Aug 2024
- Mid Atlantic Financial Management, Inc.Sep 2019 to Aug 2024
- Newday Solutions, LLCJan 2016 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NH).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 4825121
- Firm CRD
- 305418