Tyler Dowling (CRD# 7691490) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has 1 year of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Altamonte Springs, FL | Jan 2023 - Current | 1 |
| Datascan | Orlando, FL | Mar 2019 - Jan 2023 | 3 |
| Seminole Toyota | Sanford, FL | Jun 2021 - Nov 2021 | < 1 |
| Rps Electric | Davie, FL | Oct 2018 - Mar 2019 | < 1 |
| Unemployed | Pompano Beach, FL | Mar 2018 - Sep 2018 | < 1 |
| Lauderdale Eye Specialist | Fort Lauderdale, FL | Apr 2017 - Feb 2018 | < 1 |
| American Medical Response | Pompano Beach, FL | Jul 2016 - Mar 2017 | < 1 |
| J Alexanders | Boca Raton, FL | Jan 2016 - Oct 2016 | < 1 |
| Calvary Chapel | Fort Lauderdale, FL | Apr 2015 - Oct 2015 | < 1 |
| Florida Atlantic University | Boca Raton, FL | Jun 2014 - Apr 2015 | < 1 |
| Unemployed | Boca Raton, FL | Jan 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.