Unclaimed
Tyler McCullough is an Investment Advisor Representative with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Tyler has a diverse background in the financial services industry, having worked at Wedbush Securities Inc. and McAdams Wright Ragen, Inc. Tyler has a strong understanding of the financial markets and investment strategies, as evidenced by the multiple licenses and exams they have passed. They are a licensed investment advisor in numerous states and hold several industry certifications. Tyler is dedicated to providing clients with personalized financial advice and investment strategies designed to meet their unique needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
12/06/2023 - Present
Raymond James & Associates, Inc. (Vancouver WA)
WA
10/09/2014 - 07/11/2023
WEDBUSH SECURITIES INC. (CAMAS WA)
OR
09/28/2006 - 10/06/2014
MCADAMS WRIGHT RAGEN, INC. (PORTLAND OR)
OR
10/08/1998 - 10/31/2006
MITCHELL SECURITIES CORPORATION OF OREGON (PORTLAND OR)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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