Tyler D. Reeves

PLIMSOLL FINANCIAL PLANNING

Hoover, AL

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CRD#: 5759754

Professional summary

Tyler Durand Reeves, CFP® is a registered financial advisor currently at PLIMSOLL FINANCIAL PLANNING, LLC located in Hoover, Alabama.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Tyler has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

As a CERTIFIED FINANCIAL PLANNER™, I provide comprehensive financial planning to medical professionals in the early stages of their careers. 
Throughout the past decade, I’ve been fortunate to help a lot of people build financial plans giving them confidence and clarity around their money. I’ve learned a lot along the way. Every client and every plan have in some way shaped the financial planner that I am today. 
Here are a few of the guiding principles that I’ve picked up over the years. Read more…

Question & Answer

What are your service offerings?

Life Transitions

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Budgeting

Insurance Planning

Investment Planning

Debt Management

Tax Planning

Socially Responsible Investing

Education Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Fixed Fee (Subscription, Retai...

Medical Professionals

Socially Responsible Investmen...

Tax Planning

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.

NAME: PFP BROKERAGE, LLC. LOCATION: BIRMINGHAM, AL NATURE: INSURANCE SALES POSITION: OWNER. SELL LIFE AND HEALTH INSURANCE. HOURS: 3 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Durand Reeves'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 2, 2017 - Present

PLIMSOLL FINANCIAL PLANNING, LLC

RIA

CRD#: 285993

Hoover, AL

Past

November 19, 2013 - January 18, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Hoover, AL

Past

November 19, 2013 - January 18, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Hoover, AL

Past

July 20, 2012 - October 20, 2015

COLLATERAL FINANCIAL ADVISORS, LLC

RIA

CRD#: 154577

BIRMINGHAM, AL

Past

July 2, 2012 - July 20, 2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

HOOVER, AL

Past

February 27, 2012 - July 20, 2012

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

HOOVER, AL

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

Alabama
(3/2/2017)

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 65

Date: 6/30/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/18/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/25/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLIMSOLL FINANCIAL PLANNING, LLC

CRD#: 285993 / SEC#:

Alabama

Registered Investment Advisory firm - (3/2/2017 Approved)

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Contact information

Main Address

Hoover, AL

Mailing Address

Phone number

(205) 440-2125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 6,314,496

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.

Contact information

(xxx) xxx-xxxx

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Tyler D. Reeves

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Durand Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

COLLATERAL FINANCIAL ADVISORS, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2012

Series 63

Date: 3/2/2012

SIE

Date: 1/18/2017

Series 6

Date: 2/25/2012

Current Firm

PLIMSOLL FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PLIMSOLL FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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