Tylan N. Fletcher

FLETCHER CAPITAL MANAGEMENT

Lehi, UT

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CRD#: 4322322

Professional summary

Tylan Nyal Fletcher is a registered financial advisor currently at FLETCHER CAPITAL MANAGEMENT located in Lehi, Utah.

Tylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Tylan has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

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.

*I am an independent insurance agent. I spend about 30% of my time toward sales and service of insurance products. I derive a portion of my income from insurance commissions sold to my advisory clients. I'm appointed with many different insurance carriers (Select Health, Blue Cross, Humana, Prudential, AIG, Guardian and the National Life Group). I am licensed to sell health, life, disability and P&C insurance. These activities may create a conflict of interest. I also spend about 20% of my time towards 401(k) administration, with Precision Planning Admin. I derive a portion of my income from administration fees and plan document fees for 401(k)'s and defined benefit plans. These activities may create a conflict of interest. I am also a licensed Real Estate Agent, appointed with ERA Brokers. I devote 3% of my time towards buying and selling of real estate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tylan Nyal Fletcher'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

August 2, 2010 - Present

FLETCHER CAPITAL MANAGEMENT

RIA

CRD#: 153360

Lehi, UT

Past

May 10, 2004 - May 12, 2010

EQUITY SERVICES, INC.

RIA

CRD#: 265

SALT LAKE CITY, UT

Past

October 16, 2003 - May 12, 2010

EQUITY SERVICES, INC.

CRD#: 265

SALT LAKE CITY, UT

Past

February 21, 2001 - October 3, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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

California
(7/12/2022)

IAR

Utah
(8/2/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/10/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/20/2001

General Securities Representative Examination

Current Firm

FLETCHER CAPITAL MANAGEMENT

FCM | FLETCHER CAPITAL MANAGEMENT, LLC | FLETCHER CAPITAL MANAGEMENT | FLETCHER CAPITAL

CRD#: 153360 / SEC#:

California

Registered Investment Advisory firm - (7/12/2022 Approved)

Utah

Registered Investment Advisory firm - (7/29/2010 Approved)

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Contact information

Main Address

Lehi, UT

Mailing Address

Phone number

(801) 243-0493

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 36,774,842

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.

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Tylan N. Fletcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tylan Nyal Fletcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLETCHER CAPITAL MANAGEMENT

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2004

Series 63

Date: 4/10/2001

Series 7

Date: 2/20/2001

Current Firm

FLETCHER CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLETCHER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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