Tyler Wolfson (CRD# 5012340) is an Investment Advisor Representative working at First Light Retirement, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
First Light Retirement, LLC | Carlsbad, CA | Jun 2021 - Current | 2 |
Wells Fargo Clearing Services, LLC | San Diego, CA | Nov 2016 - Jun 2021 | 4 |
Wells Fargo Advisors | Rancho Santa Fe, CA | Jan 2009 - May 2021 | 12 |
Wells Fargo Advisors, LLC | San Diego, CA | Jan 2011 - Nov 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2015 |
S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$28,965,564
- A percentage of assets under your management
- Pension consulting services
CA, ID, TX
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