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William Tyson

27 Years of Experience
Summit, NJ
BrokerSells Insurance

William Tyson is a registered investment advisor, based in Summit, NJ, with 27 years of industry experience.

Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is a pastor at Woodlawn Baptist Church, dedicating about 10-20% of his time to church activities. He also works full-time as a Wealth Planning Consultant at Betz Financial Advisory, LLC, which includes insurance business, and is an IAR Rep with TLG Advisors, Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2020 - Present · 6 yrs 4 mos
The Leaders Group, INC.
March 2020 - Present · 6 yrs 4 mos
The Leaders Group, INC.Broker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
September 2009 - April 2019 · 9 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2007 - April 2019 · 11 yrs 11 mos
Citicorp Investment ServicesBroker
May 2000 - May 2007 · 7 yrs
Pruco Securities CorporationBroker
November 1996 - July 1999 · 2 yrs 8 mos
State Registrations5 states
DCDEMDPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Tyson - Financial Advisor | TrueAdvisor