Lorn Lyman is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7335 S. Lewis Ave., Suite 306, Tulsa, OK, 74136-6845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lorn operates Fidler Wealth Management as a DBA for his LPL business and acts as a co-trustee for the Lorn & Luanne Lyman Rev Trust. He also has a business entity, LJ Lyman Investments, LLC, for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.