Tyler
Grantham

Pfg Advisors

CRD#6653811
Investment Advisor
in Phoenix, AZ

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About this Advisor

Tyler Grantham is a financial advisor based in Phoenix, Arizona, working with Pfg Advisors. Tyler has previously held positions at Jalapeno Inferno Market Street, Rhythm & Wine, Axa Advisors, LLC, Equitable Advisors, LLC, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Tyler is part of Pfg Advisors, which operates out of Phoenix, Arizona. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7600 N 16Th Street, Ste 100
Phoenix, AZ 85020

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

AZ Average: $1,555,372,352
Total Number of Employees

115

AZ Average: 37
Total Number of Accounts

11,752

AZ Average: 1,370
Average Account Size

$198,543

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Tyler Grantham Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2022 - Present (3 years)

Pfg Advisors

2022 - 2024 (2 years)

Securities America, Inc

2016 - 2020 (4 years)

Axa Advisors, LLC

2016 - 2022 (6 years)

Equitable Advisors, LLC

2015 - 2016 (1 year)

Jalapeno Inferno Market Street

2014 - 2015 (1 year)

Rhythm & Wine

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tyler Grantham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Andrew Van Dyke
Eagle, ID
Robert Van Allen
Tempe, AZ
Tyler Grantham
Phoenix, AZ
Timothy Mansell
Alameda, CA
Ramona Maior
Phoenix, AZ
John Griffith
Eugene, OR
Andrew Johnson
Gilbert, AZ
Thomas Green
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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