Tyler Potts (CRD# 3241085) is an Investment Advisor Representative working at Lpl Financial LLC in Old Saybrook, CT and has over 23 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Old Saybrook, CT | Apr 2021 - Current | 3 |
| Connecticut Wealth Management, LLC | Farmington, CT | Aug 2020 - May 2021 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2020 - Mar 2021 | < 1 |
| Connecticut Wealth Management, LLC | Farmington, CT | Aug 2020 - Mar 2021 | < 1 |
| Northstar Wealth Partners LLC | Old Saybrook, CT | Jul 2013 - Aug 2020 | 7 |
| Lpl Financial LLC | Old Saybrook, CT | Jul 2013 - Jul 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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