TW
Tyra Williamson
PROMONTORY FINANCIAL PLANNING
Farmington, UT
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CRD#: 4864359
TW
Professional summary
Tyra Williamson, who also goes by Tyra Lynn Leonard, Tyra Williams, is a registered financial advisor currently at PROMONTORY FINANCIAL PLANNING, LLC located in Farmington, Utah.
Tyra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tyra has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyra Lynn Leonard | Tyra Williams
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.
Tyra has her insurance license with the State of Utah, Colorado and Idaho. She is an independent agent and does < 1 hour a week on insurance. When she does place an insurance product she uses Crump Life Insurance Services--an insurance Broker.
CRS (Client Relationship Summary) - RIA
Click below to view Tyra Williamson'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®
NoneExperience
Current
August 25, 2010 - Present
PROMONTORY FINANCIAL PLANNING, LLC
RIA
CRD#: 153666
Farmington, UT
Past
October 28, 2004 - July 11, 2006
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PROMONTORY FINANCIAL PLANNING, LLC
GOAR FINANCIAL SERVICES | PROMONTORY FINANCIAL PLANNING, LLC | PROMONTORY FINANCIAL PLANNIG, LLC | PREMIER FINANCIAL PLANNING
CRD#: 153666 / SEC#: 801-114494
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Arizona
Registered Investment Advisory firm - (2/1/2019 Terminated)California
Registered Investment Advisory firm - (4/10/2019 Terminated)Colorado
Registered Investment Advisory firm - (2/12/2019 Terminated)Idaho
Registered Investment Advisory firm - (2/1/2019 Terminated)Utah
Registered Investment Advisory firm - (2/4/2019 Terminated)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
Utah(8/25/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PF
PROMONTORY FINANCIAL PLANNING, LLC
GOAR FINANCIAL SERVICES | PROMONTORY FINANCIAL PLANNING, LLC | PROMONTORY FINANCIAL PLANNIG, LLC | PREMIER FINANCIAL PLANNING
CRD#: 153666 / SEC#: 801-114494
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Arizona
Registered Investment Advisory firm - (2/1/2019 Terminated)California
Registered Investment Advisory firm - (4/10/2019 Terminated)Colorado
Registered Investment Advisory firm - (2/12/2019 Terminated)Idaho
Registered Investment Advisory firm - (2/1/2019 Terminated)Utah
Registered Investment Advisory firm - (2/4/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Farmington, UT
Mailing Address
Phone number
(801) 513-2545
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 570 |
| AUM (Assets Under Management) | $ 280,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
