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Tamara Ann Mcgovern

BRIZA CAPITAL ADVISORS, LLC·MIDLAND, Michigan
SIE, Series 7, Series 63, Series 65Clean record11 years registeredBRIZA CAPITAL ADVISORS, LLC
2715 ASHMAN ST., MIDLAND, MI 48640CRD# 2566638Firm CRD# 294026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tamara Ann Mcgovern · MIDLAND, MI
Registration
CRD #2566638 · BRIZA CAPITAL ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BRIZA CAPITAL ADVISORS, LLC
BRIZA CAPITAL ADVISORS, LLC
Nov 2018 – Dec 2020
Midland, MI
J.J.B. HILLIARD, W.L. LYONS, LLC
Feb 2015 – Sep 2015
MIDLAND, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 9, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIZA CAPITAL ADVISORS, LLC
CRD 294026 · SEC 801-112896
AUM
$120M
Regulatory assets under management
Employees
2
1 client accounts
Services offered by BRIZA CAPITAL ADVISORS, LLC
Per Form ADV
Selection of other advisers
View all advisors at BRIZA CAPITAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tamara Ann Mcgovern offer?
Tamara Ann Mcgovern specializes in Wealth Management.
What are Tamara Ann Mcgovern's credentials?
Tamara Ann Mcgovern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tamara Ann Mcgovern located?
Tamara Ann Mcgovern is based in MIDLAND, Michigan, last registered with BRIZA CAPITAL ADVISORS, LLC.
How does Tamara Ann Mcgovern charge for services?
Tamara Ann Mcgovern's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIZA CAPITAL ADVISORS, LLC?
BRIZA CAPITAL ADVISORS, LLC has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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