Tyler Joseph Aubrey
Investment adviser representative at Define Financial, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$314.6MFirm assets
Are you Tyler Joseph Aubrey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Define Financial, LLCNov 2019 to now
- Securities America AdvisorsMay 2017 to Nov 2019
- Securities America, Inc.Feb 2017 to Nov 2019
- Gneral Dynamics NasscoAug 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Define Financial, LLC
$314.6MAssets managed
119Clients
5Advisers
5 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
- 6738572
- Firm CRD
- 286648