See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Tyler Cole profile image

Tyler Cole

Senior CSM at Facet Wealth
Intro Book
Seasoned financial professional with 10+ years of experience in wealth management and leadership.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Skills
  • Wealth Management
  • Leadership
  • Strategic Planning
  • Trading
  • Mutual Funds
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Tyler Cole is a seasoned financial professional with 10+ years of experience in wealth management, leadership, and strategic planning. He has held various roles, including Senior CSM at Facet Wealth, Director at At Jacob's Well, Inc., and International Commodities Sales & Trading at Titan Steel Corporation. Tyler holds a Bachelor of Science degree in Business Administration (Finance Concentration) from The Johns Hopkins University and is certified as an ISO 9001: 2015 Lead Auditor and FINRA Series 63 and 7.

Credentials

  • ISO 9001: 2015 Lead Auditor
    ISO - International Organization for Standardization
    May, 2018
    - May, 2026
  • FINRA Series 63
    FINRA (Financial Industry Regulatory Authority)
    Jul, 2016
    - May, 2026
  • FINRA Series 7
    FINRA (Financial Industry Regulatory Authority)
    Feb, 2013
    - May, 2026

Experience

  • Facet Wealth
    • Baltimore, Maryland Area
    • Senior CSM
      • Feb 2019 - Present
      • Baltimore, Maryland Area

      Facet Wealth is a next-generation financial services company built to break the cost barrier of comprehensive, transparent service for the mass-affluent households that need it most. Facet Wealth is an SEC-Registered Investment Advisor (RIA) that offers human-first, technology-enabled financial planning services through a dedicated team led by a CFP® Professional. Facet Wealth is a fiduciary, acting in the best interest of our clients. Based in Baltimore, Maryland, with a nationwide reach, Facet Wealth works with financial services professionals as a responsible solution for accounts that do not fit the target profiles of their firms. For more information, follow Facet Wealth on Twitter at @FacetWealth or please visit www.facetwealth.com.

  • At Jacob's Well, Inc.
    • Baltimore, Maryland Area
    • Director; Board Of Directors
      • Oct 2013 - Present
      • Baltimore, Maryland Area

  • Titan Steel Corporation
    • International Commodities Sales & Trading
      • Apr 2017 - Dec 2018

  • Lincoln Financial Advisors
    • Baltimore, Maryland Area
    • Registered Representative
      • May 2009 - Jun 2016
      • Baltimore, Maryland Area

  • Campbell and Company
    • Baltimore, Maryland Area
    • Regional Sales Manager, Private Wealth
      • 2016 - 2016
      • Baltimore, Maryland Area

      CTA Hedge Fund. Georgia, Alabama, Florida.

Education

  • 2009 - 2011
    The Johns Hopkins University
    Bachelor of Science (B.Sc.), Business Administration (Finance Concentration)
  • 2007 - 2009
    Washington College
    Economics, Business Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles