Tyler Goode is a CFP-designated registered investment advisor at LPL Financial LLC, based in Roseburg, OR, with 6 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
171 NE Exchange Ave, Roseburg, OR, 97470
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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.
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Tyler is involved in three outside business activities. He works at Umpqua Valley Financial doing tax preparation, is a Senior Pastor at Victory Baptist Church (taking about a quarter of his time), and works full-time at Summit Financial Planning & Investments as a DBA for LPL.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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