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Tyler G. Harrelson

THE ART AND SCIENCE OF SUCCESSFUL PLANNING
Ft. Myers, FL 33901
Some features on this profile are disabled
CRD#: 2245212
TH

Professional summary

Tyler Gene Harrelson is a registered financial advisor currently at THE ART AND SCIENCE OF SUCCESSFUL PLANNING located in Ft. Myers, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Tyler has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tyler G. Harrelson, PA, D/B/A ASOSP is a licensed Life and Health insurance agency brokering fixed non-securities related insurance products through numerous insurance companies, which Tyler G. Harrelson is appointed. Tyler G. Harrelson, PA D/B/A Art and Science of Successful Planning is also a brokerage and a consultant on both (P.E.O.) Professional Employer Organizations, and employee benefits, and is licensed with numerous PEO's, HMO's/PPO's/EPO's, and insurance companies. Tyler G. Harrelson, PA D/B/A ASOSP also participates in numerous US service branch local Veteran events, and is a lifetime founding corporate charter member of "Invest In America's Veterans Foundation", which is a 501(3) c organization that I am a volunteering contributor to. Tyler G. Harrelson, is also actively engaged in various senior oriented associations and has served on numerous Board of Directors over the years. To name a few OCEAN, Inter Agency, NAIPC, and Landmark Professional Condominium Association, Inc. Ultra Magnus Enterprises, LLC is another entity which Tyler G. Harrelson is affiliated which maintains office space, and restaurant space & equipment for lease. ADDRESS to the above OBA's: 3949 Evans Ave., Unit 300, Fort Myers FL 33901

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler Gene Harrelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 6, 2006 - Present

THE ART AND SCIENCE OF SUCCESSFUL PLANNING

Office #1: 3949 Evans Ave., Unit 300, Ft. Myers, FL 33901
RIA
CRD#: 114523
Ft. Myers, FL
Past

December 9, 2010 - February 26, 2018

OSAIC SERVICES, INC.

RIA
CRD#: 133763
FORT MYERS, FL
Past

October 26, 2010 - February 26, 2018

OSAIC SERVICES, INC.

BD
CRD#: 133763
FORT MYERS, FL
Past

February 6, 2008 - October 22, 2010

CETERA ADVISORS LLC

RIA
CRD#: 10299
FT. MYERS, FL
Past

January 28, 2008 - October 22, 2010

CETERA ADVISORS LLC

BD
CRD#: 10299
FT. MYERS, FL
Past

July 6, 2006 - December 31, 2010

THE ART AND SCIENCE OF SUCCESSFUL PLANNING

RIA
CRD#: 114523
FORT MYERS, FL
Past

January 6, 2003 - December 31, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
FT. MYERS, FL
Past

July 10, 2001 - December 31, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

September 21, 1994 - July 9, 2001

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/6/2006)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 7/14/2008
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/6/1995
General Securities Principal Examination

Current Firm

TA
THE ART AND SCIENCE OF SUCCESSFUL PLANNING
HARRELSON, TYLER G. | TYLER G. HARRELSON, P.A. D/B/A THE ART & SCIENCE OF SUCCESSFUL P | TYLER G. HARRELSON, P.A. | THE ART AND SCIENCE OF SUCCESSFUL PLANNING INC | THE ART AND SCIENCE OF SUCCESSFUL PLANNING

CRD#: 114523 / SEC#:

Florida
Registered Investment Advisory firm - (7/6/2006 Approved)
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Contact information

Main Address
3949 Evans Ave., Unit 300, Ft. Myers, FL 33901
Mailing Address
Phone number
(239) 489-0084
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts125
AUM (Assets Under Management)$ 11,442,895

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE ART AND SCIENCE OF SUCCESSFUL PLANNING

CRD#: 114523Ft. Myers, FL 33901

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