David Tyson is a registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 26 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
3255 Mahan Drive, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David has several business activities, including Capital City Strategic Wealth (LPL DBA), Back in Brack (a non-investment related business entity), Capital City Bank (DBA for LPL business), and Capital City Investments (DBA for LPL business). The Capital City Bank activity takes up nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Global Atlantic Distributors, LLCBroker
Aig Sunamerica Capital Services, INC.Broker
Vantage Securities, INC.Broker
Franklin/templeton Distributors, INC.Broker
Pruco Securities CorporationBroker
State Registrations6 states
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