Tyler Tilton has been an investment adviser representative at Vance Wealth since September 2020, and is not listed among the firm’s executive officers or direct owners. Tyler Tilton studied at the University of San Diego.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Tyler Tilton is Partner and Wealth Advisor at Vance Wealth. He serves his own client base, with a focus on business owner clients, and oversees simplify365, a division of Vance Wealth that focuses on business and tax planning, payroll optimization and advanced retirement plan design. He also trains new Vance Wealth team members and Wealth Advisors.
Tyler Tilton’s longest registration is the current one, 6 years at Vance Wealth since 2020. Before joining Vance Wealth in 2020, Tyler Tilton was registered through Raymond James Financial Services Advisors, Inc and Waddell & Reed.
- Raymond James Financial Services Advisors, Inc– · 3 yearsSanta Clarita, CA · Adviser representative · Firm CRD 149018
- Waddell & Reed– · under a yearSherman Oaks, CA · Adviser representative · Firm CRD 866
Professional designations
Listed by Vance Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tyler Tilton is registered as an investment adviser representative in California, since September 2020.
- CaliforniaSince 22 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 August 2016 |
| Series 7 | General Securities Representative Examination | 30 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tyler Steven Tilton
- CRD
- 6638793
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simplify-365.com
Where does Tyler Tilton work?
Tyler Tilton is an investment adviser representative registered through Vance Wealth, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Tilton a financial advisor?
Yes. Tyler Tilton has a current investment-adviser registration in California, through Vance Wealth since September 2020.
How many years of experience does Tyler Tilton have?
Tyler Tilton has 10 years in the financial industry, since July 2016, across 3 adviser firms.
What exams has Tyler Tilton passed?
Tyler Tilton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Tyler Tilton with the SIE, which began in October 2018.
Where did Tyler Tilton work before Vance Wealth?
Before Vance Wealth, Tyler Tilton was registered through Waddell & Reed, August 2016 to February 2017.
Where is Tyler Tilton based?
Tyler Tilton’s registered office is in Santa Clarita, CA.
Is Tyler Tilton registered with FINRA?
No. Tyler Tilton has no current broker registration.
Is Tyler Tilton a CFP?
Vance Wealth lists Tyler Tilton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tyler Tilton’s record?
Search CRD 6638793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Tilton’s full registration record.
