AdFi
TW

Tyra Williamson

Investment Adviser Representative at PROMONTORY FINANCIAL PLANNING, LLC

Farmington, UTCRD #4864359Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/30/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 11/3/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/26/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Promontory Financial Planning, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PROMONTORY FINANCIAL PLANNING, LLCCurrent
8/25/2010Farmington, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PROMONTORY FINANCIAL PLANNING, LLC

11 other advisors in the directory

View PROMONTORY FINANCIAL PLANNING, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyra Williamson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched