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Tammra Radford profile image

Tammra Radford

Paraplanner at Ameriprise Financial Services, Inc.
Intro Book
Seasoned financial advisor delivering retirement and wealth management solutions.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Retirement Planning
  • Wealth Management
  • Strategic Financial Planning
  • Financial Planning
  • Retirement
  • Show all
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Bio

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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

  • Learning Microsoft Power BI Desktop
    Lynda.com
    Feb, 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

  • Ameriprise Financial Services, Inc.
    • Tulsa, Oklahoma Area
    • Paraplanner
      • 2010 - Present
      • Tulsa, Oklahoma Area

      Event planningProject managementManaging office suppliesManaging technologyClient Communication

  • Ameriprise Financial
    • Tulsa, Oklahoma Area
    • Administrative Assistant
      • 2005 - 2010
      • Tulsa, Oklahoma Area

  • IBC Bank
    • Tulsa OK
    • Administrative Assistant Securities Division
      • 2003 - 2005
      • Tulsa OK

  • Homespun Treasures
    • Sapulpa Oklahoma
    • Small Business Owner
      • 1994 - 2001
      • 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.

Education

  • 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

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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