Tyler Atkinson, financial advisor Bellevue WA

Tyler Atkinson

CRD Number: 6173006
Current Firm: Lpl Financial LLC

Tyler Atkinson (CRD# 6173006) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Kirkland, WA Jun 2015 - Current 5
Voya Financial Advisors Des Moines, IA Sep 2014 - Jun 2015 < 1
Ing Financial Partners Des Moines, IA Apr 2013 - Sep 2014 1
T-mobile Bellingham, WA Mar 2012 - Apr 2013 1
Diamond Wireless Bellingham, WA Apr 2011 - Mar 2012 < 1
Student Bellingham, WA Mar 2011 - Apr 2011 < 1
On Rice Bellingham, WA Feb 2011 - Feb 2011 < 1
Student Bellingham, WA Jan 2011 - Jan 2011 < 1
Student Painters Bellingham, WA Oct 2010 - Dec 2010 < 1
Student Bellingham, WA Jul 2010 - Sep 2010 < 1
Sudexo Bellingham, WA Sep 2009 - Jun 2010 < 1
Studnet Bellingham, WA Jul 2009 - Aug 2009 < 1
Sudexo Bellingham, WA Sep 2008 - Jun 2009 < 1
Student Camas, WA Jul 2008 - Aug 2008 < 1
Sere Vanouver, WA Jun 2008 - Jul 2008 < 1
Student Camas, WA Jan 2003 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Tyler M. Atkinson
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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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Data verified by both the advisor and the public regulatory data.

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