Tyler Clay (CRD# 6732425) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Charlottesville, VA and has over 7 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Of Omaha Insurance Company | Charlottesville, VA | Feb 2018 - Current | 6 |
Mutual Of Omaha Investor Services | Charlottesville, VA | Feb 2018 - Current | 6 |
Sterling Jewelers | Charlottesville, VA | Oct 2013 - Current | 10 |
Wells Fargo Clearing Services, LLC | Charlottesville, VA | Nov 2016 - Jan 2018 | 1 |
Wells Fargo Bank Na | Charlottesville, VA | Aug 2015 - Jan 2018 | 2 |
George Mason University | Fairfax, VA | Aug 2011 - Dec 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2017 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- VA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- 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
- Selection of other advisers (including private fund managers)
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