Tyre C. Post

P&P WEALTH MANAGEMENT LLC

Victoria, TX 77904

Some features on this profile are disabled

CRD#: 4937178

Professional summary

Tyre Clements Post, who also goes by Tyre Clements Post, is a registered financial advisor currently at P&P WEALTH MANAGEMENT LLC located in Victoria, Texas.

Tyre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tyre has worked at 7 firms and has passed the Series 66, Series 34, Series 3, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyre Clements Post

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyre Clements Post'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

February 2, 2024 - Present

P&P WEALTH MANAGEMENT LLC

Office #1: 505 Salem Rd., Victoria, TX 77904

RIA

CRD#: 158469

Victoria, TX

Past

February 10, 2022 - December 31, 2023

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

March 13, 2020 - December 31, 2020

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

March 23, 2018 - December 31, 2019

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

June 26, 2017 - December 31, 2017

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

April 15, 2016 - December 31, 2016

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

April 1, 2015 - December 31, 2015

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

January 27, 2014 - December 31, 2014

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

September 1, 2011 - December 31, 2013

P&P WEALTH MANAGEMENT LLC

RIA

CRD#: 158469

VICTORIA, TX

Past

November 20, 2009 - July 26, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENWOOD VILLAGE, CO

Past

October 27, 2009 - July 26, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENWOOD VILLAGE, CO

Past

October 19, 2007 - October 6, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DENVER, CO

Past

October 18, 2007 - October 6, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DENVER, CO

Past

March 30, 2006 - October 15, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

March 30, 2006 - October 15, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

September 22, 2005 - January 27, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

THE WOODLANDS, TX

Past

September 5, 2005 - January 27, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 5, 2005 - January 27, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, 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

Texas
(2/2/2024)

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: 9/21/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 34

Date: 2/23/2012

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 2/2/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/2/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 4/26/2012

NFA Branch Manager Examination

Current Firm

P&P WEALTH MANAGEMENT LLC

CRD#: 158469 / SEC#:

Texas

Registered Investment Advisory firm - (2/2/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

505 Salem Rd., Victoria, TX 77904

Mailing Address

P.o. Box 2424, Victoria, TX 77902

Phone number

(361) 572-4703

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 600,000

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.

Similar Advisors

Shivam Mittal

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Summit, NJ

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

Zackary Royce

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tyre C. Post

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyre Clements Post's CRS (Customer Relationship Summary).

Certified licenses

Experience

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

P&P WEALTH MANAGEMENT LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2005

Series 34

Date: 2/23/2012

Series 3

Date: 2/2/2012

Series 7

Date: 9/2/2005

Series 30

Date: 4/26/2012

Current Firm

P&P WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

P&P WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors