Tyler Vasquez (CRD# 7260149) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Index Fund Advisors | Irvine, CA | Feb 2022 - Current | 2 |
Index Fund Advisors | Irvine, CA | Jan 2022 - Feb 2022 | < 1 |
Jp Morgan Securities, LLC | New York, NY | Jun 2020 - Jan 2022 | 1 |
Brigham Young University | Provo, UT | Sep 2019 - May 2020 | < 1 |
Brigham Young University | Provo, UT | Aug 2016 - May 2020 | 3 |
Pracinco LLC | Salt Lake City, UT | Aug 2019 - Dec 2019 | < 1 |
J.p. Morgan Securities LLC | New York, NY | Jun 2019 - Aug 2019 | < 1 |
Vivint Smart Home | Provo, UT | Nov 2016 - Aug 2017 | < 1 |
Unemployed | Hunting Beach, CA | Aug 2014 - Jul 2016 | 1 |
Vizion | Huntington Beach, CA | Aug 2013 - Jul 2014 | < 1 |
Edison High School | Huntington Beach, CA | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2020 |
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management4,955MILLIONS
-
Total Number of Accounts7,193ACCOUNTS
-
Average Account Value$688,849
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- 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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