Tyler Brilinski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Peoria, AZ, with 33 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Peoria, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Tyler operates Watermark Wealth Strategies LLC as a DBA for his LPL business and Watermark Wealth Planning, offering trust and estate services. He also has a business entity, TAB Capital Management, for tax/investment purposes only; each activity requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Sagepoint Financial, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.
Exams
More Advisors
- Charles Mcgrath, CFPLPL Financial LLC
- Tyler Zavala, CFPLPL Financial LLC
- Kurt OswaldLPL Financial LLC
- Scott Dewhurst, ChFCLPL Financial LLC
- Marcin Urbanowicz, CFPLPL Financial LLC
- Marc SalemLPL Financial LLC