Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Lulay is an investment advisor representative with Raymond James Financial Services Advisors, Inc., based in Stayton, Oregon. Tyler has over 13 years of experience in the financial services industry. Tyler specializes in providing financial planning, portfolio management, and other investment advisory services for individuals, businesses, and retirement plans. Tyler is registered to offer investment advisory services in Oregon and Texas. Tyler is also a licensed insurance agent and can assist clients with non-variable insurance 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
09/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (STAYTON OR)
MT
11/19/2009 - 03/26/2010
NYLIFE SECURITIES LLC (BOZEMAN MT)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tyler Lulay is the right advisor for you? Invested Better is here to help.
