Tyler Smith, financial advisor Redondo Beach CA
88 score

Tyler Smith

CRD Number: 6417619
Current Firm: Navigoe, LLC

Tyler Smith (CRD# 6417619) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Navigoe, LLC Redondo Beach, CA Jul 2014 - Current 2
Emerge Agency Redondo Beach, CA Jan 2001 - Jul 2014 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Tyler R. Smith
Phone Number: 888-596-4636
Firm Website: http://www.navigoe.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $346,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

CA, NV, OH

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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