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Tyra Williamson

Promontory Financial Planning, LLC

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About Tyra Williamson

Tyra Williamson is a financial professional with over 15 years of experience in the industry. Tyra is registered with the state of Utah as an Investment Advisor Representative and has been with Promontory Financial Planning, LLC since 2010. Tyra holds the Series 6, 63, and 65 licenses. Tyra Williamson specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services. Tyra works primarily with high net worth individuals and has over 500 individual clients, and is committed to providing personalized financial guidance.

Firm Information

Tyra Williamson is currently registered with Promontory Financial Planning, LLC. Promontory Financial Planning, LLC is an investment advisor headquartered in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $280 million in assets for 570 clients. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$280.00M

Assets Under Management

Not reported

Total Clients

10

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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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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Tyra Williamson’s Registration & Firm History

UT

08/25/2010 - Present

Promontory Financial Planning, LLC (FARMINGTON UT)

PA

10/28/2004 - 07/11/2006

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 06/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyra Williamson.
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