Tyson Wakley, financial advisor Orem UT
90 score

Tyson Wakley

CRD Number: 5908212
Current Firm: Allegis Investment Advisors, LLC

Tyson Wakley (CRD# 5908212) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Orem, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services So Jordan, UT Jun 2014 - Current 2
Allegis Investment Advisors So Jordan, UT Jun 2014 - Current 2
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
Contact Info for Tyson L. Wakley
Phone Number: 208-529-3462
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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