Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Lawrence Johnson is a financial advisor with over 11 years of experience in the financial services industry. Tyler is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 63, Series 7, and SIE license. Tyler is currently registered as an Investment Advisor Representative with Independent Advisor Alliance, LLC. Tyler has worked with clients in a variety of capacities, including individual investors, high-net-worth individuals, corporations, trusts, pension plans, and retirement plans. Tyler is also a licensed insurance agent. Tyler is committed to helping individuals and families achieve their financial goals.
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.
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.
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2
NC
10/11/2023 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
07/11/2012 - 10/10/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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