Tyler Peterson (CRD# 7489555) is an Investment Advisor Representative working at Runey & Associates Wealth Management in Mount Pleasant, SC and has over 2 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Runey & Associates | Mount Pleasant, SC | Jan 2022 - Current | 2 |
Unemployed | Pittsburgh, PA | Jun 2021 - Nov 2021 | < 1 |
Cohnreznick | Los Angeles, CA | Oct 2020 - Jun 2021 | < 1 |
Deloitte | Pittsburgh, PA | Oct 2017 - Oct 2020 | 3 |
St. Bonaventure University | Allegany, NY | Sep 2016 - Sep 2017 | 1 |
St. Bonaventure University | Allegany, NY | Sep 2012 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- SC
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts265ACCOUNTS
-
Average Account Value$293,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
SC
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