Lance Tyner, financial advisor Charleston SC

Lance Tyner

CRD Number: 7382969
Current Firm: Lpl Financial LLC

Lance Tyner (CRD# 7382969) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charleston, SC Jun 2021 - Current 2
Lighthouse Wealth Advisors Of Charleston LLC Charleston, SC Jun 2021 - Current 2
Licensing/training Charleston, SC Mar 2021 - Jun 2021 < 1
Ilderton Conversions Of North Charleston North Charleston, SC Jul 2018 - Feb 2021 2
S&s Tire Wholesale Columbia, SC May 2007 - Jun 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2021
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Lance A. Tyner
Phone Number: 704-733-3300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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