Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Marc Thompson is an Investment Advisor Representative with Andina Family Offices. Tyler is registered with the state of Utah and Texas. Tyler has been in the industry since June 2011 and has a Series 65 license. Tyler's firm Andina Family Offices is based in Lehi, Utah and provides advisory services to high-net-worth individuals, pooled investment vehicles, corporations, and pension plans. Tyler has experience in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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UT
09/30/2021 - Present
Andina Family Offices (LEHI UT)
IA
Issued 09/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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