Tyler Finney is a CFP-designated registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 12 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
4312 Grove Ave., Suite B, Richmond, VA, 23221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler operates Glownia Financial Group as a DBA for his LPL business, dedicating full-time hours to it. He also operates Heron's Point Wealth Partners as another DBA for his LPL business, spending about a quarter of his time on it, including 8 hours during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Riverfront Investment Group, LLC
Alps Distributors, INC.Broker
State Registrations15 states
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