Tyler Elliott, financial advisor Portland OR

Tyler Elliott

CRD Number: 6293971
Current Firm: Watershed Wealth Planning LLC

Tyler Elliott (CRD# 6293971) is an Investment Advisor Representative working at Watershed Wealth Planning LLC in Portland, OR and has over 9 years of experience in the finance industry. Tyler Elliott 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
Watershed Wealth Planning LLC Portland, OR Nov 2016 - Current 7
Penn Mutual Life Ins Co Horsham, PA Feb 2014 - Nov 2016 2
Hornor Townsend & Kent Inc. Horsham, PA Feb 2014 - Nov 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Tyler R. Elliott
Phone Number: 503-862-9064
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $556,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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