Lyle Bowlin is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, 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
1401 South Florida Avenue, Lakeland, FL, 33803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lyle operates under "Allen & Company" and "Allen & Company of Florida, LLC" as DBAs for his LPL business, dedicating nearly full-time hours to these investment-related activities. Additionally, Lyle spends about a quarter of his time writing a fiction novel and a few hours per week on a Substack newsletter, both of which are not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLC
State Registrations29 states
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