Glen Tyler
Glen Tyler is a registered investment advisor at LPL Financial LLC, based in Onley, VA, with 20 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
25020 Shore Parkway, Ste 2B, Onley, VA, 23418
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Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Glen operates Chesapeake Investment Planning LLC as a DBA for his LPL business and is a member of 5&2 Partners LLC for tax/investment purposes. He also serves as a commissioner on the Accomack County Planning Commission and works as an agent for Exclusive Insurance Brokerage, dedicating minimal time to each of these roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Suntrust Advisory Services LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations5 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.