Tyler Staniford (CRD# 6918072) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 49 Wealth Management, LLC | Austin, TX | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Nov 2019 - Current | 4 |
| Thrivent Advisor Network, LLC | Austin, TX | Jun 2020 - Dec 2022 | 2 |
| Axa Advisors, LLC | New York, NY | Jul 2018 - Nov 2019 | 1 |
| Tcu Athletics | Fort Worth, TX | Feb 2015 - Jun 2018 | 3 |
| Ryan Sanders Baseball | Fort Wayne, TX | Nov 2017 - May 2018 | < 1 |
| Texas Christian University | Fort Worth, TX | Aug 2014 - May 2018 | 3 |
| Csaa Insurance | Walnut Creek, CA | Jun 2017 - Aug 2017 | < 1 |
| Carl Zeiss Meditec | Dublin, CA | May 2016 - Aug 2016 | < 1 |
| Self Employed | Pleasanton, CA | Sep 2011 - Jun 2016 | 4 |
| Construction Testing Services | Pleasanton, CA | May 2015 - Aug 2015 | < 1 |
| Skyhawks | Pleasanton, CA | May 2015 - Aug 2015 | < 1 |
| Pleasanton Americal Little League | Pleasanton, CA | Feb 2011 - Jul 2014 | 3 |
| Amador Valley High School | Pleasanton, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- TX
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Total Assets Under Management566MILLIONS
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Total Number of Accounts3,364ACCOUNTS
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Average Account Value$168,317
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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