Tyler Lulay
Tyler Lulay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stayton, OR, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1171 North First Avenue, Stayton, OR, 97383
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyler is a board member at Regis High School and an insurance agent with Lulay Financial, LLC since 2010. As an agent, Tyler may advise clients to buy life insurance as part of their financial plan, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
State Registrations36 states
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