Tyler Lewis is a registered investment advisor at LPL Financial LLC, based in Tullahoma, TN, with 4 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
Tullahoma, TN
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2024Judgment / Lien
March 2024Other Business Activities
Tyler operates T.R.Lewis Wealth Management LLC as a DBA for his LPL business and owns rental real estate. He also owns TRI-LAKES BASS BOAT RENTALS, LLC, dedicating minimal time to this boat rental business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations5 states
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.