Tyler Napier (CRD# 5894923) is an Investment Advisor Representative working at Seneca House Advisors in Richmond, VA and has over 11 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stony Point Wealth Management LLC | Richmond, VA | Oct 2015 - Current | 8 |
| Ameriprise Financial Services, Inc. | Richmond, VA | Feb 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- VA
-
Total Assets Under Management380MILLIONS
-
Total Number of Accounts1,082ACCOUNTS
-
Average Account Value$351,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, MD, NC, NY, SC, TX, VA, WV
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