Tyler Elliott, financial advisor Portland OR
90 score

Tyler Elliott

CRD Number: 6293971
Current Firm: Watershed Wealth Planning LLC

Tyler Elliott (CRD# 6293971) is an Investment Advisor Representative working at Watershed Wealth Planning LLC in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Ins Co Horsham, PA Feb 2014 - Nov 2016 2
Hornor Townsend & Kent Inc. Horsham, PA Feb 2014 - Nov 2016 2
Tyler R. Elliott, Pc, Attorney At Law Bend, OR Sep 2011 - Dec 2013 2
Unemployed Bend, OR Jun 2011 - Sep 2011 < 1
Albertazzi Law Firm Bend, OR Feb 2010 - Jun 2011 1
Unemployed Bend, OR Aug 2009 - Feb 2010 < 1
University Of Oregon School Of Law Eugene, OR Aug 2005 - Aug 2009 4
Oregon Solutions Portland, OR Jun 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Tyler R. Elliott
Phone Number: 503-862-9064
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $3,459,350
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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

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