Tyson Long Email & Phone Number
Wealth Advisor @ Capita Financial Network
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Tyson Long Location
- Draper, UT, US
Tyson Long Work
- 2021 -now Wealth Advisor @
- 2011 -2021 Financial Consultant @
Tyson Long Education
- Kansas State University
Master of Science - MS (Personal Financial Planning)
- University of Utah
Bachelor of Science - BS (Economics)
Tyson Long Skills
- Series 63
- Saving for Education
- Retirement Planning
- Sales
- Brokerage
- IRAs
- Escalations Management
- Investments
- Team Leadership
- Finance
- Series 66
- Asset Allocation
- Strategic Planning
- Mutual Funds
- College Savings Plans
- Series 10
- Customer Service
- Financial Analysis
- Project Planning
- College Funding Strategies
- Retirement
- Series 7
- 529 Plans
- Series 9
- Retirement Income Strategies
- Financial Planning
- Wealth Management
Tyson Long Summary
- Tyson Long, based in Draper, UT, US, is currently a Wealth Advisor at Capita Financial Network. Tyson Long brings experience from previous roles at Fidelity Investments. Tyson Long holds a Master of Science - MS in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Series 63, Saving for Education, Retirement Planning, Sales, Brokerage and more. Tyson Long has 1 emails and 2 mobile phone numbers on RocketReach.
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