Tyler Frech (CRD# 1389587) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 22 years of experience in the finance industry. Tyler Frech has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 5446267
Aegis Wealth Management LLC
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Alexandria, VA | Jul 2015 - Current | 2 |
| Campbell Wealth Management, Inc. | Alexandria, VA | Jul 2015 - Current | 2 |
| Bank Of America N.a. | Virginia Beach, VA | Jan 2014 - Jul 2015 | 1 |
| Hennion And Walsh | Parsippany, NJ | Mar 2012 - Jan 2014 | 1 |
| Consultant | Glen Rock, NJ | Jul 2011 - Mar 2012 | < 1 |
| Beacon Wealth Management | Glen Rock, NJ | Feb 2011 - Jul 2011 | < 1 |
| Consultant | Glen Rock, NJ | Jan 2010 - Feb 2011 | 1 |
| Wachovia Trust | Norfolk, VA | Sep 2006 - Dec 2009 | 3 |
| First Horizon | Vienna, VA | Dec 2003 - Sep 2006 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- VA
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Total Assets Under Management185MILLIONS
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Total Number of Accounts690ACCOUNTS
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Average Account Value$268,775
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
FL, MD, TX, VA
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