TS
CFP
TS
CFP
Tyler Staples
18 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
Tyler Staples is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2002Employment History
Current Registrations
Raymond James & Associates, INC.
December 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.
December 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2007 - December 2017 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
April 2007 - December 2017 · 10 yrs 8 mos
State Registrations16 states
AZCACOFLGAHIILMDMINCNJOHORTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.