Tyler FranksCRD 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.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|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|
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
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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