Tyler Burns (CRD# 7293847) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry. Tyler Burns 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# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Ion Advisors, LLC | Conshohocken, PA | Aug 2023 - Current | < 1 |
| Keel Point Capital, LLC | Huntsville, AL | Aug 2023 - Current | < 1 |
| Ballentine Capital Advisors | Greenville, SC | Sep 2020 - Aug 2023 | 2 |
| Efficient Advisors LLC | Philadelphia, PA | Jan 2019 - Aug 2020 | 1 |
| Captrust Financial Advisors | Chadds Ford, PA | Sep 2018 - Dec 2018 | < 1 |
| Klondike Kater | Newark, DE | Jan 2017 - Dec 2018 | 1 |
| Full-time Student | Newark, DE | Aug 2014 - Sep 2018 | 4 |
| Delaware Claims Processing Facility | Wilmington, DE | May 2017 - Aug 2017 | < 1 |
| Tile Market Of Delaware | Wilmington, DE | May 2015 - Aug 2015 | < 1 |
| Full-time Student | Claymont, DE | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- PA
- TX
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Total Assets Under Management1,090MILLIONS
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Total Number of Accounts3,277ACCOUNTS
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Average Account Value$332,508
- A percentage of assets under your management
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AZ, CA, DE, FL, GA, MA, MD, ME, MI, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA
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