Tammie Parran has been Chief Financial Officer of Ele Advisory Services since August 2011, is a control person of the firm and directly owns under 5% of it. Tammie Parran holds a PhD in Management from Walden University, an MBA from the University of Phoenix and a Bachelor of Science from Oakland University.
Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.
Tammie Parran is Chief Financial Officer of ELE Wealth Management, Inc. She oversees ELE Advisory Services, Inc., the firm's Registered Investment Advisory company. She has more than 20 years of experience in wealth management, operations and advisory services, began her career in 2001, and has held leadership roles including Director of Insurance and Vice President of Operations.
Tammie Parran’s longest registration is the current one, 15 years at Ele Advisory Services since 2011. Before joining Ele Advisory Services in 2011, Tammie Parran was registered through Geneos Wealth Management, Inc. and Allstate Financial Advisors, LLC.
- Ele Advisory Services, IncCurrent– present · 15 yearsBrookshire, TX · Adviser representative · Firm CRD 148228
- Geneos Wealth Management, Inc.– · under a yearKaty, TX · Adviser representative · Firm CRD 120894
- Allstate Financial Advisors, LLC– · under a yearKaty, TX · Adviser representative · Firm CRD 109524
- Securities America Advisors, Inc.– · under a yearSouthfield, MI · Adviser representative · Firm CRD 110518
- Investors Capital Advisory– · under a yearSouthfield, MI · Adviser representative · Firm CRD 30613
Investment adviser representative registrations
Tammie Parran is registered as an investment adviser representative in 7 states. The first approvals date from April 2011; the most recent is Colorado, in April 2022.
- CaliforniaSince 31 October 2018
- ColoradoSince 12 April 2022
- GeorgiaSince 14 October 2011
- LouisianaSince 12 October 2011
- MichiganSince 26 April 2011
- TexasSince 17 November 2011
- VirginiaSince 10 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 27 December 2013 |
| Series 24 | General Securities Principal Examination | 29 December 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 2006 |
| Series 7 | General Securities Representative Examination | 12 May 2006 |
- Name
- Operations Professional Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tammie Moore Parran
- CRD
- 4466243
- Firm
- Ele Advisory Services · CRD 148228
- Role
- Chief Financial Officer
- Office
- Brookshire, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- elewealth.com
Where does Tammie Parran work?
Tammie Parran has been Chief Financial Officer of Ele Advisory Services, Inc since August 2011, and is a control person of the firm.
Is Tammie Parran a financial advisor?
Yes. Tammie Parran has a current investment-adviser registration in California, Colorado, Georgia, Louisiana, Michigan, Texas and Virginia, through Ele Advisory Services since April 2011.
How many years of experience does Tammie Parran have?
Tammie Parran has 20 years in the financial industry, since August 2006, across 5 adviser firms.
What exams has Tammie Parran passed?
Tammie Parran has passed 7 licensing exams: the Series 7, Series 63, Series 65, Series 24, Series 28, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in May 2006. FINRA credited Tammie Parran with the SIE, which began in October 2018.
Where did Tammie Parran work before Ele Advisory Services?
Before Ele Advisory Services, Tammie Parran was registered through Allstate Financial Advisors, LLC, March 2011 to March 2011; Securities America Advisors, Inc., February 2010 to November 2010; Investors Capital Advisory, March 2008 to September 2008.
Where is Tammie Parran based?
Tammie Parran’s registered office is in Brookshire, TX.
Is Tammie Parran registered with FINRA?
Yes. Tammie Parran has a current broker registration, under CRD 4466243.
Source: FINRA BrokerCheck
How can I verify Tammie Parran’s record?
Search CRD 4466243 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tammie Parran’s full registration record.
