Robert
Tamarkin
Elevation Point Wealth Partners, LLC
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About this Advisor
Robert Tamarkin is a financial advisor based in Alpharetta, Georgia, working with Elevation Point Wealth Partners, LLC. Robert has previously worked at UBS Financial Services Inc and Mount Yale Investment Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Robert is part of Elevation Point Wealth Partners, LLC, which operates out of Alpharetta, Georgia. The firm has 6 offices and 61 employees. The firm manages assets totaling $2.4 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Elevation Point Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevation Point Wealth Partners, LLC Brokerage Details
$2,434,909,737
61
8,324
$292,517
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Robert Tamarkin Work History
Mount Yale Investment Advisors, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Robert Tamarkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevation Point Wealth Partners, LLC
Alpharetta, GA
Denver, CO
Palm Beach Gardens, FL
Denver, CO
Aitkin, MN
Denver, CO
Denver, CO
Denver, CO
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