Tyler WitmanCRD Number: 6505280
Current Firm: Cambridge Investment Research Advisors, Inc.
Tyler Witman (CRD# 6505280) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Windermere, FL and has over 6 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2017 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2017 - Current||4|
|Ameritas Investment Corp||Lincoln, NE||Jun 2017 - Sep 2017||< 1|
|Manatee River Financial Group||Sarasota, FL||Aug 2016 - Sep 2017||1|
|Capital Choice Financial Services, Inc.||Greensboro, GA||Apr 2015 - Sep 2017||2|
|Capital Choice Investment Advisers, Inc.||Greensboro, GA||Jan 2017 - Jun 2017||< 1|
|Ccf Investments, Inc.||Greensboro, GA||Jun 2015 - Jun 2017||2|
|The Ritz Carlton Members Club||Bradenton, FL||Sep 2014 - Jul 2015||< 1|
|Unemployed||Bradenton, FL||Jun 2014 - Aug 2014||< 1|
|The Concession Golf Club LLC||Bradenton, FL||Dec 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2015|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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