Tyler Thomason (CRD# 7833705) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Woodstock, GA and has 1 year of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Vp Management Corp | Woodstock, GA | Nov 2023 - Current | < 1 |
State Farm Investment Management Corp | Woodstock, GA | Nov 2023 - Current | < 1 |
Tyler Thomason Insurance Agency | Woodstock, GA | Jun 2021 - Current | 2 |
State Farm | Bloomington, IL | Jan 2021 - May 2021 | < 1 |
Evan Profeta State Farm | Cumming, GA | Sep 2017 - Dec 2020 | 3 |
Unemployed - Unable To Find Work | Cleveland, GA | Jul 2017 - Sep 2017 | < 1 |
Unemployed - Unable To Find Work | Cleveland, GA | Apr 2017 - Jul 2017 | < 1 |
Magoon Freeman Spain And Jones | Alpharetta, GA | Apr 2016 - Apr 2017 | 1 |
H Richard Lee LLC | Cumming, GA | Aug 2015 - Apr 2016 | < 1 |
Northeast Georgia Medical Center | Gainesville, GA | Oct 2012 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
S63 | Uniform Securities State Law Examination | Dec 2023 |
- GA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.