Tyler Clark (CRD# 4085018) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 23 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | San Francisco, CA | Sep 2017 - Current | 6 |
| Social Finance, Inc. | San Francisco, CA | Mar 2017 - Current | 7 |
| Sofi Wealth, LLC | San Francisco, CA | Mar 2017 - Current | 7 |
| Unemployed | Eagle Mountain, UT | Oct 2016 - Mar 2017 | < 1 |
| Td Ameritrade | Draper, UT | Jun 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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