Tyler Franks, financial advisor Greenwood Village CO

Tyler Franks

CRD Number: 6566307
Current Firm: Fidelity Personal And Workplace Advisors

Tyler Franks (CRD# 6566307) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Greenwood Village, CO Apr 2021 - Current < 1
Unemployed Arvada, CO Oct 2019 - Apr 2021 1
Great West Financial Greenwood Village, CO Oct 2018 - Oct 2019 1
Fidelity Investments Greenwood Village, CO Sep 2015 - Oct 2018 3
Unemployed Lakewood, CO Jun 2015 - Sep 2015 < 1
Homeadvisor Golden, CO Mar 2014 - Jun 2015 1
Unemployed Lakewood, CO Nov 2013 - Mar 2014 < 1
Colorado State University Fort Collins, CO Aug 2009 - Dec 2013 4
Sam's Club Fort Collins, CO Aug 2013 - Nov 2013 < 1
City Of Lakewood Lakewood, CO Jun 2011 - Aug 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Dec 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tyler L. Franks
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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