Tyler CrumeCRD Number: 7039882
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tyler Crume (CRD# 7039882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spokane, WA and has over 3 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
D.a. Davidson & Company
Interfund Management Services, Inc.
|Bank Of America, N.a.||Liberty Lake, WA||Sep 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Liberty Lake, WA||Aug 2021 - Current||1|
|Wells Fargo Clearing Services, LLC||Spokane, WA||Apr 2019 - Jul 2021||2|
|Wells Fargo Bank, Na||Spokane, WA||May 2016 - Jul 2021||5|
|Copiers Northwest, Inc.||Spokane Valley, WA||Nov 2015 - Apr 2016||< 1|
|Ecova, Inc.||Spokane, WA||Oct 2014 - Nov 2015||1|
|Eastern Washington University||Cheney, WA||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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