Tyler Needler (CRD# 5660871) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 14 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Advisory Solutions, LLC | Zionsville, IN | May 2017 - Current | 6 |
| Canterbury Investment Management | Zionsville, IN | Jul 2016 - Current | 7 |
| Elkhorn Securites | Wheaton, IL | Apr 2014 - Jul 2016 | 2 |
| Elkhorn Investments, LLC | Wheaton, IL | Sep 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- IN
-
Total Assets Under Management535MILLIONS
-
Total Number of Accounts1,777ACCOUNTS
-
Average Account Value$301,268
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, IN, KY, LA, NH, NY, OH, SC, TX, WV
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