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Tyler Cody Laurel

BDT & ASSOCIATES, INC.·YUMA, Arizona
Unclaimed Profile
2615 EAST 24TH STREET, YUMA, AZ 85365CRD# 6441246Firm CRD# 288008
01

About

Tyler Cody Laurel is a registered financial advisor based in YUMA, Arizona, affiliated with BDT & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
BDT & ASSOCIATES, INC.
INVICTA FINANCIAL GROUP
AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
Regulatory
SEC/IARD CRD# 6441246
Firm CRD# 288008
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tyler Cody Laurel offer?
Tyler Cody Laurel specializes in Financial Planning. Contact their office in YUMA, Arizona for a consultation.
What are Tyler Cody Laurel's credentials?
Tyler Cody Laurel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Cody Laurel located?
Tyler Cody Laurel is based in YUMA, Arizona, working with BDT & ASSOCIATES, INC.. Their office serves clients in the YUMA metropolitan area and surrounding communities.
How does Tyler Cody Laurel charge for services?
Tyler Cody Laurel's firm is compensated through percentage of aum, subscription fees, other: percentage of client's gross annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDT & ASSOCIATES, INC.?
BDT & ASSOCIATES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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