Unclaimed
Tyler Blackburn is a registered investment advisor representative in Maine. Tyler is currently employed by Avantax Advisory Services, a firm with offices in Westbrook, ME and Dallas, TX. Tyler's current registration is for investment advisory services only. Tyler previously worked for Atlantic Financial Services of Maine, Inc. and Foreside Fund Services, LLC. Tyler has passed the Series 6, Series 7, and Series 65 examinations. Tyler is a member of the Investment Adviser Association and has been providing financial advice for over 20 years.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
ME
07/02/2024 - Present
Avantax Advisory Services (Westbrook ME)
ME
04/28/2006 - 06/04/2012
ATLANTIC FINANCIAL SERVICES OF MAINE, INC. (PORTLAND ME)
ME
10/14/2002 - 04/26/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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