L P L | Financial Advisor in Houston ,TX

17625 El Camino Real
Suite 112
Houston, TX 77058
Phone: (281) 486-9720

Wealth By Design, Not By Default


About

At our firm, we have the client and only the client in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction

19 Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   Starburst Financial Group
Number of Years with Current Firm:   11


Firm Information
Firm's Number of Clients:   350
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   300
Assets Managed by Firm:   $266,000.000
Assets Managed by Advisor:   $1600000



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? Licensed in Insurance & Securities. Certified by Institute of Business & Finance. BA from University of Houston
  • What is your approach to financial planning? Comprehensive & client-centered approach to providing holistic financial & insurance advice. Offers a concierge-style of service and advice
  • What services do you offer? Investments, retirement planning, insurance, estate planning, investment tax planning, medicare & social security planning and health insurance.
  • How many clients do you currently manage? 100
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DISCLAIMER

Securities offered through LPL Financial-Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, TX & WA

Tamra Gann-Curry

Tamra Gann-Curry

Biography


Tamra provides concierge-style approach to comprehensive financial planning. Calls upon 20 years of knowledge and resources to help individuals as well as business owners with solutions that will keep their cash flow healthy and protect them from risks. Especially tuned in to the needs of "Baby Boomers" since they have multiple needs for complete planning and protection.

Securities Advisory Services and Financial Planning offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC. Tamra Gann may also discuss and/or transact securities business with residents of the following states, TX, CA, MA, WA.

Communities Served

Alvin Bacliff
Baytown Bellaire
Channelview Crosby
Deer Park Dickinson
Friendswood Galena Park
Highlands Hitchcock
Houston Kemah
La Marque La Porte
League City Pasadena
Pearland Santa Fe
Seabrook South Houston
Texas City Webster

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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