Tamara
Golde
Argi Investment Services, LLC
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About this Advisor
Tamara Golde is a certified financial planner who works out of Louisville, Kentucky with a total of 11 years of industry experience. Golde is an advisor for Argi Investment Services, LLC. Golde has gained experience at National Planning Corporation, Argi Investment Services, LLC, Argi Financial Group and Cerity Partners. Golde holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kentucky. Argi Investment Services, LLC is a financial advisory firm operating out of Louisville, KY. It has offices in eight locations and a total of 169 financial advisors. It manages $5 billion in assets under management across its 15,255 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 15,255 customer accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Argi Investment Services, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Financial management fees are based on the financial services provided. Fees charged by Argi Investment Services, LLC most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Tamara Golde Work History
Tamara has been registered as a financial advisor for 11 years.*
Cerity Partners
Argi Financial Group
Argi Investment Services, LLC
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tamara Golde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
