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Cynthia Tysver

27 Years of Experience
Lakeland, FL
Broker

Cynthia Tysver is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1401 South Florida Avenue, Lakeland, FL, 33803

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cynthia operates under the DBAs Allen & Company of Florida, LLC and Allen & Company for her LPL business. These activities are investment-related and take nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
January 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Allen & Company of Florida, LLC
November 2019 - March 2022 · 2 yrs 4 mos
Allen & Company of Florida, LLCBroker
November 2019 - December 2019 · 1 mo
Allen & Company of Florida, LLC
October 2012 - November 2019 · 7 yrs 1 mo
Allen & Company of Florida, LLCBroker
September 2012 - November 2019 · 7 yrs 2 mos
Nbc Securities, INC.
May 2011 - September 2012 · 1 yr 4 mos
Nbc Securities, INC.Broker
April 2011 - September 2012 · 1 yr 5 mos
Infinex Investments, INC.
September 2007 - March 2011 · 3 yrs 6 mos
Infinex Investments, INC.Broker
August 2007 - March 2011 · 3 yrs 7 mos
Allen & Company of Florida, INC.
September 2006 - August 2007 · 11 mos
Allen & Company of Florida, INC.Broker
October 2005 - August 2007 · 1 yr 10 mos
Suntrust Investment Services, INC.
July 2005 - October 2005 · 3 mos
Suntrust Investment Services, INC.Broker
January 1999 - October 2005 · 6 yrs 9 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth

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
No exam information available for this advisor.