Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Lumley is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Springfield, MO. Tyler has been in the financial industry since June of 2023. Tyler is registered with the state of Missouri and holds a Series 65. Tyler has a background in education and worked at various schools in Missouri prior to joining the firm. Tyler specializes in working with individuals, families, businesses, trusts and retirement plans. Tyler is committed to providing personalized financial advice and working with each client to develop a customized financial plan that meets their specific 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
MO
11/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Springfield MO)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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