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Terence Tysinger

17 Years of Experience
Greenville, SC
BrokerSells Insurance

Terence Tysinger is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, with 17 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

130 Milestone Way Ste C, Greenville, SC, 29615

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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

Terence operates Tysinger Wealth Solutions as a DBA for his LPL business and has a business entity, Tysinger Wealth Solutions LLC, for tax/investment purposes. He also engages in non-variable insurance activities through Consolidated Planning, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
July 2013 - July 2021 · 8 yrs
Waddell & ReedBroker
July 2013 - July 2021 · 8 yrs
Edward Jones
June 2008 - May 2013 · 4 yrs 11 mos
Edward JonesBroker
March 2008 - May 2013 · 5 yrs 2 mos
State Registrations23 states
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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.
Terence Tysinger - Financial Advisor | TrueAdvisor