Tyler Daly, financial advisor Kearney NE

Tyler Daly

CRD Number: 5112071
Current Firm: Lpl Financial LLC

Tyler Daly (CRD# 5112071) is an Investment Advisor Representative working at Lpl Financial LLC in Kearney, NE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Kearney, NE Jul 2021 - Current 2
Heartland Bank Kearney, NE Jul 2009 - Current 14
Raymond James Financial Servics, Inc. Kearney, NE Aug 2009 - Jul 2021 11
Raymond James Financial Services Advisors, Inc. Kearney, NE Aug 2009 - Jul 2021 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Tyler P. Daly
Phone Number: 704-733-3300
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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