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Tyler Joseph Burns

Compass ION Advisors, LLC

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About Tyler Joseph Burns

Tyler Burns is a financial advisor with over 10 years of experience in the industry. Tyler has a Series 63, 65, and 7 licenses and has worked with various firms including TRIAD ADVISORS LLC, BALLENTINE CAPITAL ADVISORS, Efficient Advisors LLC, and Captrust Financial Advisors. He is also a Certified Financial Planner. Currently Tyler works as a Financial Advisor at Compass ION Advisors, LLC. Tyler's experience and certifications enable him to help individuals and families build and manage their wealth, with a focus on financial planning, portfolio management, and selecting other advisors.

Firm Information

Tyler Burns is currently registered with Compass ION Advisors, LLC. Compass ION Advisors, LLC is a registered investment advisor located in Conshohocken, PA. The firm manages approximately $1 billion to $10 billion in assets for individuals, high-net-worth individuals, and pension and profit sharing plans. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Compass ION Advisors, LLC

300 CONSHOHOCKEN STATE ROAD

CONSHOHOCKEN, PA 19428

$1.09B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tyler Burns’s Registration & Firm History

PA

10/23/2023 - Present

Compass ION Advisors, LLC (CHADDS FORD PA)

SC

03/26/2021 - 11/17/2021

TRIAD ADVISORS LLC (GREENVILLE SC)

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Licenses & Designations

IA

Issued 07/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Joseph Burns.
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