Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Orem, UT and has over 6 years of experience in the finance industry.
CRD# 5507333
R.o.i.
Score
103
CRD# 5507719
R.o.i.
Score
103
CRD# 830680
R.o.i.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allegis Investment Services | So Jordan, UT | Jun 2014 - Current | 3 |
| Allegis Investment Advisors | So Jordan, UT | Jun 2014 - Current | 3 |
| Oneamerica Securities | Orem, UT | Apr 2011 - May 2014 | 3 |
| American United Life | Orem, UT | Dec 2010 - May 2014 | 3 |
| Double D Bolt | Orem, UT | Sep 2004 - Dec 2010 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- CA
- UT
-
Total Assets Under Management380MILLIONS
-
Total Number of Accounts3,500ACCOUNTS
-
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
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