Tyler Current is a registered investment advisor at First Kentucky Securities CORP, based in Louisville, KY, with 15 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,530 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FKSC offers investment management through its Advisory Fee Program (Non-Wrap). Clients pay an annual fee of up to 1.00% of the assets managed. For households with over $1 million in assets, the total fee is capped. Fees are billed quarterly in advance. One IAR team offers the FKSC non-wrap program and that all other client accounts are managed on a wrap basis. FKSC may also charge performance-based fees to qualified clients.
Location
4360 Brownsboro Road, Suite 300, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tyler is a partner in CI Group I and II and SKC, LLC, managing rental properties and receiving rental income. He also serves as a FINRA Arbitrator, is on the Finance Committee for House of Ruth and Big Springs Country Club, is a Notary Public, and a member of SC Dumpsters and Current Waste Solutions.
Employment History
Current Registrations
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
Previous Registrations
First Kentucky Securities CORP
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
State Registrations20 states
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