Tyler Trettin is a registered investment advisor at LPL Financial LLC, based in Ephrata, PA, with 2 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
47 E Main St, Ephrata, PA, 17522
Get directionsHistory
Regulatory History (1)
Criminal
August 2002Other Business Activities
Tyler operates under the DBA ENB Investment Services for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations15 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.
Exams
More Advisors
- Joseph Howe, CFPLPL Financial LLC
- Christina Gaston, CFPLPL Financial LLC
- Sarah DarlingLPL Financial LLC
- Javan Martin, CFPMartin, Javan Von
- Emerson Paul, CFPCetera Investment Advisers LLC
- Shane Landis, CFPCetera Investment Advisers LLC