Tyler Curtis is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 16 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
4115 West Cypress St., Tampa, FL, 33607
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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 Cap Equity Advisors as a DBA for his LPL business and Curtis Financial, LLC for tax/investment purposes, dedicating full-time hours to each. He also has TEAGHLACH 240, LLC for tax/investment purposes and sells non-variable insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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