Tyler Daniels (CRD# 7157591) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 4 years of experience in the finance industry.
CRD# 4485600
Synergy Capital Advisors, LLC
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Nov 2019 - Current | 4 |
| Gentry Financial Group | Tyler, TX | Jul 2019 - Current | 4 |
| Financial U | Mcdonough, GA | Jul 2019 - Aug 2023 | 4 |
| Trend Hr | Rockwall, TX | Oct 2017 - Jun 2019 | 1 |
| Unemployed | Lewisville, TX | Jun 2017 - Oct 2017 | < 1 |
| University Of Alabama Graduate School | Tuscaloosa, AL | Aug 2016 - May 2017 | < 1 |
| Tarleton State University | Stephenville, TX | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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