Unclaimed Profile

Karin Lynn Tyson

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 7, Series 63CFP ChFC31 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 2595734Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karin Lynn Tyson · COSTA MESA, CA

Registration

CRD #2595734 · 20/20 CAPITAL MANAGEMENT, INC · 31 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Mar 2022 – present

20/20 CAPITAL MANAGEMENT, INC

Dec 2015 – Dec 2022

Houston, TX

AMERITAS INVESTMENT CORP

Jan 2007 – Oct 2017

HOUSTON, TX

THE AFP GROUP

Jan 2003 – Dec 2012

HOUSTON, TX

THE AFP GROUP

Oct 2002 – Dec 2002

HOUSTON, TX

ROYAL ALLIANCE ASSOCIATES, INC.

Apr 1995 – Jan 2007

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · April 25, 1995

Years registered · 31

Professional designations · CFP, ChFC

Disclosure History

2011Customer Dispute·Settled

2005Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Karin Lynn Tyson offer?

Karin Lynn Tyson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Karin Lynn Tyson's credentials?

Karin Lynn Tyson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karin Lynn Tyson located?

Karin Lynn Tyson is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Karin Lynn Tyson charge for services?

Karin Lynn Tyson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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