Tyler VanderbeekCRD Number: 5311989
Current Firm: Keystone Wealth Advisors
Compensation Model: Both
Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.
Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options.
Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys snow skiing, mountain biking, photography, hiking, camping, and movie nights.
Peak Investment Coaching, LLC
Lpl Financial LLC
Allegis Investment Advisors, LLC
|Keystone Wealth Advisors, LLC||Logan, UT||Jun 2011 - Current||6|
|Linsco Private Ledger||Logan, UT||Dec 2007 - Jun 2011||3|
|Self Employed||Logan, UT||Jan 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management127MILLIONS
Total Number of Accounts1,250ACCOUNTS
Average Account Value$101,600
- 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 investment companies (as well as "business development companies")