TP
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Tyler Pettit

19 Years of Experience
South Jordan, UT
Broker

Tyler Pettit is a registered investment advisor at D.A. Davidson & CO., based in South Jordan, UT, with 19 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

489 W. South Jordan Parkway, Suite 210, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
February 2009 - Present · 17 yrs 7 mos
D.A. Davidson & CO.Broker
February 2009 - Present · 17 yrs 7 mos
Previous Registrations
Firstrade Securities INC.Broker
January 2007 - December 2008 · 1 yr 11 mos
State Registrations30 states
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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.
Tyler Pettit - Financial Advisor | TrueAdvisor