Unclaimed
Glen Adair Tyler is a financial advisor with LPL Financial LLC based in Onley, Virginia. Glen has been in the financial services industry since 2005 and holds Series 7 and Series 66 licenses. Glen has experience with a variety of firms including Kestra Investment Services, LLC, SunTrust Investment Services, Inc., PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Glen works with a variety of client types including individuals, families, businesses, high net worth individuals, charitable organizations and retirement plans. Glen is also a member of the Accomack County Planning Commission and an Exclusive Insurance Brokerage Agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/06/2019 - Present
LPL Financial LLC (ONLEY VA)
VA
12/01/2016 - 09/05/2019
KESTRA INVESTMENT SERVICES, LLC (Onley VA)
VA
04/05/2010 - 12/02/2016
SUNTRUST INVESTMENT SERVICES, INC. (CHERITON VA)
VA
01/15/2009 - 03/22/2010
PNC INVESTMENTS (BELLE HAVEN VA)
VA
06/20/2008 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ACCOMAC VA)
VA
10/11/2005 - 07/02/2008
WACHOVIA SECURITIES, LLC (ACCOMAC VA)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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