Tyler Hulet Lively
Investment adviser representative at Spg Advisors LLC
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$535.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Spg Advisors LLCJun 2023 to now
- The Retirement Solution Inc.Aug 2015 to May 2023
- Retirement Income Solutions Inc.Aug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, ID, OR, TX, WA).
Spg Advisors LLC
$535.4MAssets managed
692Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6487814
- Firm CRD
- 284496