Tyler Lewis (CRD# 6421892) is an Investment Advisor Representative working at Lpl Financial LLC in Tyler, TX and has over 9 years of experience in the finance industry.
CRD# 6560708
Primerica Advisors
CRD# 6895523
Ameriprise Financial Services, LLC
CRD# 4353117
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Tyler, TX | Jan 2022 - Current | 2 |
Wells Fargo Clearing Services, LLC | Tyler, TX | Nov 2016 - Jan 2022 | 5 |
Wells Fargo Advisors LLC | Tyler, TX | Sep 2016 - Nov 2016 | < 1 |
Bbva Wealth Solutions, Inc. | College Station, TX | Apr 2016 - Sep 2016 | < 1 |
Bbva Securities Inc. | College Station, TX | Nov 2014 - Sep 2016 | 1 |
Bbva Compass Insurance Agency, Inc. | Austin, TX | Jul 2014 - Sep 2016 | 2 |
Compass Bank | Birmingham, AL | Jun 2014 - Sep 2016 | 2 |
Texas Flying Club, Inc. | College Station, TX | Jun 2012 - Aug 2014 | 2 |
Jim Ross State Farm | College Station, TX | Oct 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- 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
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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