Tyler Mccraw is a CFP-designated registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 19 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
Berwyn, PA
Get directionsHistory
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 ActivitiesSells Insurance
Tyler operates under several business entities related to his LPL business, including Academy Financial, Inc. and PFG Advisors, the latter taking nearly full-time hours. Tyler is also an author and sells non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Lincoln Financial Distributors, INC.Broker
State Registrations23 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
- Joseph Ciavarelli, CFALPL Financial LLC
- Mary TryonLPL Financial LLC
- Earl Clairmont, CFPLPL Financial LLC
- Julie Bickel, CFPLPL Financial LLC
- Daniel BoyerLPL Financial LLC
- Alexander Boyer, CFPLPL Financial LLC