Tyler Sorensen, financial advisor Richmond VA
90 score

Tyler Sorensen

CRD Number: 5975463
Current Firm: Suntrust Investment Services, Inc.

Tyler Sorensen (CRD# 5975463) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Richmond, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services Atlanta, GA Jul 2014 - Current 2
Suntrust Bank Richmond, VA Jul 2014 - Current 2
Wells Fargo Advisors, LLC Glen Allen, VA Apr 2013 - Current 3
Wells Fargo Bank Na Glen Allen, VA Apr 2013 - Current 3
Wells Fargo Advisors Richmond, VA Apr 2013 - Jul 2014 1
Virginia Asset Management Midlothian, VA Sep 2011 - Apr 2013 1
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Apr 2013 1
Minnesota Life St. Paul, MN Sep 2011 - Apr 2013 1
Virginia Asset Management Midlothian, VA Jul 2011 - Apr 2013 1
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Sep 2011 < 1
Wells Fargo Richmond, VA Dec 2009 - Sep 2011 1
Wells Fargo Financial Richmond, VA Dec 2009 - Jul 2011 1
Radford University Radford, VA Aug 2005 - Dec 2010 5
Radford University Radford, VA Jan 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Tyler A. Sorensen
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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