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Tyler Robert Watkins

Schwab Wealth Advisory, Inc.

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About Tyler Robert Watkins

Tyler Watkins is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, Florida. Tyler has been in the industry since November 6, 2022, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Tyler holds a Series 63, 65, 7TO, 9, 10, and SIE license. Tyler offers financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Tyler Watkins is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Tyler Watkins’s Registration & Firm History

FL

08/27/2024 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

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Licenses & Designations

BC

Issued 01/21/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/07/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tyler Robert Watkins.
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