Tyler Harris, financial advisor Lancaster PA

Tyler Harris

CRD Number: 6209479
Current Firm: Rkl Wealth Management LLC

Tyler Harris (CRD# 6209479) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 8 years of experience in the finance industry. Tyler Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rkl Wealth Management Lancaster, PA Dec 2019 - Current 1
The Vanguard Group, Inc. Malvern, PA Jun 2013 - Nov 2019 6
Unemployed West Chester, PA Sep 2012 - Jun 2013 < 1
Ufinancial Lancaster, PA May 2012 - Aug 2012 < 1
West Chester University West Chester, PA Aug 2009 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Tyler L. Harris
Phone Number: (717) 399-1700
Firm Website: http://www.rklcpa.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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