Bio
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Topline AI
Tammra Radford is a seasoned financial professional with 20+ years of experience in retirement planning, wealth management, and strategic financial planning. She holds a Bachelor of Arts degree in Organizational Leadership and an Associate of Arts degree in Business Administration and Management. Radford is a licensed financial advisor and has certifications in Series 7 and Series 66.
Credentials
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Learning Microsoft Power BI Desktop
Lynda.comFeb, 2018- Apr, 2026 -
Series 66
Financial Industry Regulatory Authority (FINRA)Jun, 2010- Apr, 2026 -
series 7
Financial Industry Regulatory Authority (FINRA)Jun, 2010- Apr, 2026
Experience
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Ameriprise Financial Services, Inc.
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Tulsa, Oklahoma Area
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Paraplanner
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2010 - Present
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Tulsa, Oklahoma Area
Event planningProject managementManaging office suppliesManaging technologyClient Communication
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Ameriprise Financial
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Tulsa, Oklahoma Area
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Administrative Assistant
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2005 - 2010
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Tulsa, Oklahoma Area
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IBC Bank
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Tulsa OK
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Administrative Assistant Securities Division
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2003 - 2005
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Tulsa OK
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Homespun Treasures
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Sapulpa Oklahoma
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Small Business Owner
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1994 - 2001
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Sapulpa Oklahoma
Ran a successful small business in the historic downtown area of Sapulpa between 1994 and 2001.During this time, participated in Sapulpa's Main Street Association to champion revitalization of Sapulpa's historic district. Sold the business in 2001.
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Education
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Rogers State University
Bachelor of Arts (B.A.), Organizational Leadership Business Focus -
Tulsa Community College
Associate of Arts (AA), Business Administration and Management, General
Suggested Services
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Industry Focus. “Financial Services”
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