Tammy Clark
Registered Representative
Investment Adviser Representative
State Registrations: KY, TN, TX
I play a central role in helping you and your family prepare for major life events and retirement through personalized financial strategies.
Personal & Professional Qualifications:
I have a Bachelor of Science degree in Business from Murray State University. I have been in the investment planning field since 2004. I am a registered representative and investment adviser representative and hold FINRA series 66 and 7 securities registrations as well as a life and health insurance license.
Company History:
I came from a family-owned business where I worked for 17 years before I transitioned to the financial industry in 2004 as a registered representative. I later joined The Legend Group in November of 2010.
Company Specialty:
As an experienced financial advisor, I help you with the important issues and decisions that go into creating a well-developed Retirement Income plan by:
- Working with you and your family to analyze financial needs
- Performing an analysis of your financial situation
- Helping you to construct a plan that reflects short and long term goals
- Guiding you in selecting appropriate financial strategies
- Answering your questions and responding to concerns
- Providing reassurance in times of uncertainty
- Adjusting strategies as your needs change
- Addressing additional financial issues as they arise
Specialty Services:
- Wide Range of Investment Choices
- Retirement Planning
- Education Planning
- Life Insurance
- Long-term care insurance
- Wealth Management