Tyler Pettit, financial advisor Midvale UT

Tyler Pettit

CRD Number: 5251948
Current Firm: D.a. Davidson & Company

Tyler Pettit (CRD# 5251948) is an Investment Advisor Representative working at D.a. Davidson & Company in Midvale, UT and has over 11 years of experience in the finance industry.

Similar Advisors
Jaron Poulson, CFP®, financial advisor Midvale UT
Jaron H. Poulson, CFP®
CRD# 4277537
Commonwealth Financial Network
Similar Advisors
Trent Searle, financial advisor Midvale UT
Trent L. Searle
CRD# 4433677
Uma Financial Services Inc.
Company Name Location Dates Years
D.a. Davidson & Company Midvale, UT Jan 2010 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Tyler J. Pettit
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    57,712
    ACCOUNTS
  • Average Account Value
    $319,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Tyler Pettit and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.