Tyler StearnsCRD Number: 5992669
Current Firm: Castle Coast Wealth, LLC
Tyler Stearns (CRD# 5992669) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 7 years of experience in the finance industry. Tyler Stearns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Litton Financial, LLC||San Diego, CA||Jan 2020 - Current||3|
|Charles O Gillespie Dba Litton Financial Services||San Diego, CA||Jan 2019 - Dec 2019||< 1|
|William Litton Dba Litton Financial||San Diego, CA||Jun 2014 - Dec 2018||4|
|None||San Diego, CA||Apr 2014 - Jun 2014||< 1|
|Lpl Financial||San Diego, CA||Jul 2013 - Mar 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
Total Assets Under Management282MILLIONS
Total Number of Accounts947ACCOUNTS
Average Account Value$297,991
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, NC, NE, OR, TX, WA
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