Caitlyn Tierney (CRD# 7227047) is an Investment Advisor Representative working at Avantax Advisory Services in Ocean City, MD and has 1 year of experience in the finance industry. Caitlyn Tierney 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.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Kennett Square, PA | Dec 2022 - Current | 1 |
| Avantax Advisory Services | Kennett Square, PA | Dec 2022 - Current | 1 |
| Fenstermacher & Company, Pc | Kennett Square, PA | Feb 2020 - Current | 4 |
| Wells Fargo Bank | Wilmington, DE | Jul 2019 - Jan 2020 | < 1 |
| Westover Capital Advisors, LLC | Wilmington, DE | Jan 2014 - Jun 2019 | 5 |
| University Of Delaware | Newark, DE | Aug 2014 - Jun 2018 | 3 |
| St. Elizabeth High School | Wilmington, DE | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- PA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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