Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Dean Lewis is an investment advisor representative with LPL Financial LLC. Tyler has been in the financial services industry since January 4, 2015. Tyler is registered with the state of Texas as an Investment Adviser Representative and a Registered Representative. Tyler is also registered with FINRA and the state of Texas as a Registered Representative. Tyler holds the Series 6, Series 7, Series 63 and Series 65 licenses. Tyler has experience with Wells Fargo Clearing Services, LLC and BBVA Securities Inc..
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
TX
01/19/2022 - Present
LPL Financial LLC (TYLER TX)
TX
10/27/2016 - 01/20/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
TX
12/16/2014 - 09/16/2016
BBVA SECURITIES INC. (COLLEGE STATION TX)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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