Beth A. Tumblison

Registered Representative at Queens Road Securities LLC

Beth A. Tumblison

Beth A. Tumblison

Registered Representative at Queens Road Securities LLC

Biography

Ms. Beth A. Tumblison is Portfolio Analyst at Bragg Financial Advisors, Inc. She oversees portfolio reporting and performance measurement for the wealth management clients of Bragg Financial Advisors. She joined Bragg Financial in 1997.Ms. Tumblison previously worked in investment account administration at Wachovia Bank (now Wells Fargo).She studied accounting at Owens College in Toledo and graduated from the Ohio Institute of Photography in Dayton.

Overview
RelSci Relationships

22

Relationships
RelSci Relationships are individuals Beth A. Tumblison likely has professional access to. A relationship does not necessarily indicate a personal connection.

Vice President, Retirement, Estate & Charitable Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Founder at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Editor In Charge at Mergent, Inc.

Relationship likelihood: Average

Portfolio Manager, Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Director of Research, Senior Portfolio Manager, Member of Investment Committee at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Client Advisor at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Controller, Tax, Financial & Estate Planning at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

Client Service Associate at Bragg Financial Advisors, Inc.

Relationship likelihood: Average

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Beth A. Tumblison
Registered Representative at Queens Road Securities LLC
Education

Founded more than a half-century ago, the Toledo Campus was Owen Community College's first location. Today, it enrolls more than 15,000 students per semester, providing a wide range of academics to serve the Toledo community's diverse needs. Owens Community College's 130+ programs of study are divided among several academic units, from Fine & Performing Arts to Transportation Technologies. Many of these programs are designed for career training, either for popular professions like Nurse Assistant or more unique fields like Landscape & Turfgrass Management. If youre interested in transferring to a four-year college, OCC maintains transfer agreements with several colleges and universities throughout Ohio. You can get your gen ed requirements out of the way at OCC, then continue your studies elsewhere. Financial aid opportunities at OCC are extensive. In addition to federal need-based programs, the college offers a number of merit scholarships. Most of these awards require a separate application, as well as a scholarship essay. Applying for admissions at Owens is easy. The application can be completed online for free, and the only other requirement for general admissions is your official high school transcript or GED certificate. Individual programs may have additional requirements; for example, Health Technology requires ACT/SAT scores.

Career History
Associate & Portfolio Analyst
1997 - Current

Bragg Financial Advisors' investment approach emphasizes diversification, long-term holding periods and fundamental analysis. the firm seeks to achieve superior risk-adjusted returns through investments in portfolios comprised of stocks, bonds and mutual funds. Investment strategies and target portfolio allocations are developed by the financial investment policy committee. This committee, made up of analysts and portfolio managers, analyzes each security considered for inclusion in a portfolio. Portfolios are managed individually according each client's written investment policy statement. Assets within portfolios are allocated to meet each client's risk tolerance, tax circumstances and liquidity needs.

Registered Representative
Current

Queens Road Securities LLC is a private company headquartered in Charlotte, NC, focused on security brokers, dealers, and flotation companies.

Professional
Prior - 1996
Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Beth A. Tumblison. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Beth A. Tumblison's profile does not indicate a business or promotional relationship of any kind between RelSci and Beth A. Tumblison.