WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Greensboro, North Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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| Qualified Financial Advisors in Greensboro, North Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Tyler Brown Edelman Financial Engines, LLC |
717 Green Valey Rd., Greensboro, NC 27408 |
(336) 899-0773 |
Qualifications
CRD# 5417264
FirmCRD# 104510
Series 7, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
717 Green Valey Rd.,
Suite 200,
Greensboro,
NC 27408
Phone Number
(336) 8990773
Joined Edelman Financial Engines in 2020. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER TM (CFP®) certification(s). Bachelor's degree in Political Science from North Carolina State University. Married to Tracy. They have one child: Amelia. Tyler enjoys spending time with his family, exploring new placing and spending time outdoors.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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