Tyler Smith, financial advisor Lafayette IN
96 score

Tyler Smith

CRD Number: 5549158
Current Firm: Fifth Third Securities, Inc.

Tyler Smith (CRD# 5549158) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lafayette, IN and has over 8 years of experience in the finance industry. Tyler Smith 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.

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Professional Designations
Company Name Location Dates Years
Fifth Third Securities Avon, IN Oct 2013 - Current 3
Lpl Financial LLC Laporte, IN Jul 2011 - Oct 2013 2
First Source Bank Asset Advisors South Bend, IN Nov 2010 - Oct 2013 2
Uvest Financial Services Group, Inc. Charlotte, NC Nov 2010 - Oct 2013 2
Ameriprise Financial Services, Inc. South Bend, IN Sep 2008 - Nov 2010 2
Archdiocese Of Washington Washington, DC Jun 2006 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Tyler E. Smith
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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