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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Guggenheim Investments

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Tumpane is a financial professional with over 5 years of experience. Tyler has a strong background in financial services, having worked at both Morgan Stanley and Guggenheim Investments. Tyler has a wide range of experience in financial services and holds licenses to sell securities, conduct investment advisory services, and act as an investment adviser representative. Tyler specializes in providing advisory services to investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CHARLOTTE, NC

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Tyler James breck Davis is a financial professional with experience in the industry since January 20, 2019. Tyler is currently registered with William Blair, a firm that offers a wide range of investment advisory services. Tyler has previously held positions with Consello Financial LLC, Pickwick Capital Partners, LLC, and Deutsche Bank Securities Inc. Tyler holds the SIE, Series 79 and Series 63 licenses. Tyler specializes in equity research services, financial planning, and selection of other advisors. Tyler is currently located in the Charlotte, NC office of William Blair.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Harrison is a registered investment advisor representative with Vanguard Advisers, Inc. in Malvern, PA. Tyler holds the Series 63, 66, and 7TO securities licenses as well as the SIE exam. Tyler has been in the industry since 2021. Tyler works with a variety of clients including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth individuals. Tyler's current employment is with Vanguard Advisers, Inc., where he works in the Malvern, PA office. Tyler's past experience includes positions with De Lage Landen Financial in Wayne, PA, Legend Financial Advisors in Pittsburgh, PA, and Sneaker Villa/DTLR in Pittsburgh, PA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Tyler Kim is an Investment Advisor Representative associated with Brighton Jones LLC in Seattle, WA. Tyler is registered with the state of Washington. Tyler Kim has been in the industry since June 2024 and has Series 65 securities license. Tyler has been associated with Brighton Jones since June 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Tyler McMahon is an investment advisor representative at Vanguard Advisers, Inc., a firm with offices in Malvern, Pennsylvania. Tyler has been in the industry since July 2019 and holds the Series 66, Series 7TO and SIE licenses. Tyler is registered with the state of Pennsylvania for both broker-dealer and investment advisor activities and with Texas for investment advisor activities. Tyler specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Kushnerick is a registered investment advisor representative in Pennsylvania and Texas. Tyler has been in the industry since June 29, 2013 and is currently employed by Vanguard Advisers, Inc. Tyler has passed the Series 63, 66 and SIE exams. Prior to joining Vanguard Advisers, Inc. Tyler was employed at AXA ADVISORS, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

0 Disclosures

ADVISOR BIO

Tyler Von richter is a registered representative at Stifel, Nicolaus & Company, Inc., with a branch office located in Frisco, TX. Tyler has been in the securities industry since 2014 and holds the Series 66 license. Tyler's specialties include financial planning, pension consulting, and portfolio management for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Scottsdale, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Richars is a registered investment advisor representative with Vanguard Advisers, Inc. Tyler has been in the industry since 2017 and holds both Series 63 and Series 66 securities licenses, as well as the Series 7 and SIE exams. Tyler is registered with the state of Arizona, Florida, Nevada, Ohio, Oklahoma, and Texas. Tyler's firm, Vanguard Advisers, Inc., provides financial planning, portfolio management, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

CHARLOTTE, NC

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tyler Waters is a registered investment advisor representative with Vanguard Advisers, Inc.. Tyler has been active in the financial services industry since June 2018. Tyler holds a Series 66, Series 7 and SIE licenses. Tyler's previous experience includes working at Edward Jones and WestRock Company. Currently, Tyler is registered with the state regulators of North Carolina, South Carolina, and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Tyler Jones is a financial advisor with Evoke Advisors based in Los Angeles, California. Tyler holds the Series 65 license, and has been a registered Investment Advisor Representative in California since December 2021. Tyler specializes in working with individual clients, charitable organizations, investment companies, pension and profit sharing plans, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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