Tyler Pollard (CRD# 7329790) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Avondale, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Aug 2021 - Current | 2 |
| Desert Springs Community Church | Goodyear, AZ | Aug 2020 - Current | 3 |
| Regent University | Virginia Beach, VA | Jun 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Scottsdale, AZ | Mar 2021 - Jul 2021 | < 1 |
| Costco Wholesale | Avondale, AZ | Oct 2017 - Jun 2020 | 2 |
| Estrella Mountain Community College | Avondale, AZ | Jan 2017 - Dec 2017 | < 1 |
| Go Wireless | Chandler, AZ | Jul 2016 - Dec 2016 | < 1 |
| Asu Memorial Union | Tempe, AZ | Aug 2015 - Jul 2016 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2014 - May 2016 | 1 |
| Dixon Golf | Tempe, AZ | Sep 2014 - Aug 2015 | < 1 |
| Panera Bread | Goodyear, AZ | Dec 2013 - Jul 2014 | < 1 |
| Verrado High School | Buckeye, AZ | Jan 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- AZ
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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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
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