Brandon Shaw (CRD# 6238189) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Colorado Springs, CO and has over 8 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Creek Wealth Strategies | Colorado Springs, CO | Dec 2019 - Current | 4 |
| Tyler Wealth Management, LLC | Southlake, TX | Dec 2019 - Current | 4 |
| Peyton Resource Group, LP | San Antonio, TX | Jun 2019 - Dec 2019 | < 1 |
| Unemployed | Colorado Springs, CO | Oct 2018 - Jun 2019 | < 1 |
| Edward Jones | St Louis, MO | Aug 2016 - Oct 2018 | 2 |
| T. Rowe Price | Colorado Springs, CO | Aug 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- CO
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$113,785
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, ID, MT, NJ, OK, TX
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