Tyler Dodson (CRD# 7559603) is an Investment Advisor Representative working at 49 Financial in Jacksonville, FL and has over 2 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 49 Wealth Management, LLC | Jacksonville, FL | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2022 - Current | 1 |
| Thrivent Advisor Network D/b/a 49 Financial | Jacksonville, FL | Jul 2022 - Jan 2023 | < 1 |
| University Of Florida | Gainesville, FL | Jul 2021 - May 2022 | < 1 |
| Bluecorddesign&construction | Orlando, FL | Apr 2021 - Jul 2021 | < 1 |
| University Of Florida | Gainesville, FL | Jul 2018 - Apr 2021 | 2 |
| Oviedo High School | Oviedo, FL | May 2012 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- FL
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
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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