Lynn Rollins (CRD# 7852974) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Tyler Wealth Management LLC | Southlake, TX | Dec 2023 - Current | < 1 |
Self-employed | Fort Collins, CO | May 2021 - Current | 2 |
H&r Block | Fort Collins, CO | Sep 2020 - Apr 2021 | < 1 |
H&r Block | Watsonville, CA | Jan 2017 - Aug 2020 | 3 |
Homemaker | Santa Cruz, CA | Jan 2010 - Dec 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- 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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