Kathleen Tyler
Kathleen Tyler is a registered investment advisor at Cetera Investment Advisers LLC, based in Lancaster, PA, with 41 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
212 Southgate Drive, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a registered representative for Girard, providing financial services, which takes nearly full-time hours. She also serves as a Power of Attorney (POA) and executor of an estate, dedicating minimal time to estate planning and executing wishes per the will.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Girard Securities, INC.Broker
Girard Securities, INC.
Security Capital Management
Hazlett, Burt & Watson, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations18 states
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