Tyler
Aubrey
Define Financial, LLC
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About this Advisor
Tyler Aubrey is a certified financial planner working out of San Diego, California who has 4 years of industry experience. Aubrey works at Define Financial, LLC. Over the course of their career, they have held roles at Securities America, Inc, Gneral Dynamics Nassco, Securities America Advisors and Define Financial, LLC. Aubrey maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Define Financial, LLC is a registered investment company based out of San Diego, CA. It controls $139 million in assets under management between its 356 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves two charities and foundations. Of its 356 client accounts, 64% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually vary depending on which service is provided. Fee types billed by Define Financial, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Define Financial, LLC Brokerage Details
$139,216,133
3
356
$391,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Tyler Aubrey Work History
Tyler has been registered as a financial advisor for 4 years.*
Define Financial, LLC
Define Financial, LLC
Securities America, Inc
Securities America Advisors
Gneral Dynamics Nassco
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Aubrey 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 Define Financial, LLC
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
