Unclaimed Profile

Tamara L. Simon

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana

Series 65Clean record23 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 4585159Firm CRD# 111331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tamara L. Simon · SOUTH BEND, IN

Registration

CRD #4585159 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Feb 2003 – Jun 2020

SOUTH BEND, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

CRD 111331 · SEC 801-60100

AUM

$3.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Tamara L. Simon offer?

Tamara L. Simon specializes in Wealth Management.

What are Tamara L. Simon's credentials?

Tamara L. Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamara L. Simon located?

Tamara L. Simon is based in SOUTH BEND, Indiana, last registered with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC..

How does Tamara L. Simon charge for services?

Tamara L. Simon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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