Tyler Mccraw
Tyler Mccraw is a CFP-designated registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 18 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
150 S Warner Rd Ste 220, King of Prussia, PA, 19406
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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 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 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.