DT
DT

Damon Tyler

24 Years of Experience
Vacaville, CA
BrokerSells Insurance

Damon Tyler is a registered investment advisor at LPL Financial LLC, based in Vacaville, CA, with 24 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

190 S Orchard Ave Ste C105, Vacaville, CA, 95688

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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 ActivitiesSells Insurance

Damon operates Tyler Financial as a DBA for his LPL business, dedicating a few hours per week. He is also an agent selling non-variable insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
June 2017 - November 2017 · 5 mos
National Planning CorporationBroker
May 2002 - November 2017 · 15 yrs 6 mos
Linsco/private Ledger CORP.Broker
March 2002 - May 2002 · 2 mos
Financial Network Investment CorporationBroker
February 2002 - February 2002 · 0 mos
Signator Investors, INC.Broker
May 2000 - March 2001 · 10 mos
State Registrations26 states
ALAZCACTHIIDKYLAMNMOMTNCNDNHNMNVNYOKORSCTNTXUTVAWAWI
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.