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Tyler Owens

12 Years of Experience
Rome, GA
BrokerSells Insurance

Tyler Owens is a registered investment advisor at Cetera Investment Advisers LLC, based in Rome, GA, with 12 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2300 Jl Todd Dr Ne, Rome, GA, 30161

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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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Other Business ActivitiesSells Insurance

Tyler sells fixed insurance products, including life, health, disability, and long-term care insurance, dedicating a few hours per week. He also owns Owens Financial Group Inc., a financial services DBA, and spends about 10-20% of his time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
June 2013 - Present · 13 yrs 1 mo
Previous Registrations
Ofg Advisors LLC
July 2016 - November 2018 · 2 yrs 4 mos
Cetera Advisors LLC
June 2013 - March 2024 · 10 yrs 9 mos
State Registrations20 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.