Charlotte Tyson, financial advisor Longmont CO
93 score

Charlotte Tyson

CRD Number: 5537360
Current Firm: Lpl Financial LLC

Charlotte Tyson (CRD# 5537360) is an Investment Advisor Representative working at Lpl Financial LLC in Longmont, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Longmont, CO May 2008 - Current 8
Unemployed Longmont, CO Dec 2007 - May 2008 < 1
Sun Microsystems, Inc. Broomfield, CO Aug 1993 - Dec 2007 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Charlotte R. Tyson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
  • TX
  • CO
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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