Unclaimed
Tyler Elkins is a financial advisor with over 14 years of experience in the financial services industry. Tyler is currently registered with LPL Financial LLC, based in FORT MILL, SC. Previously, Tyler worked with Deutsche Bank Securities Inc., U.S. Bancorp Investments, Inc., Wells Fargo Investments, LLC, Thrivent Investment Management Inc., First Clearing, LLC, Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Tyler holds Series 7, Series 9, Series 10, Series 24, and Series 66 licenses. Tyler's areas of expertise include investment strategies, financial planning, retirement planning, and wealth management.
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
SC
05/19/2022 - Present
LPL Financial LLC (FORT MILL SC)
FL
08/16/2016 - 11/04/2020
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
MN
01/24/2011 - 06/05/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
11/23/2010 - 01/10/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
05/04/2010 - 08/31/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MO
11/26/2007 - 01/05/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
11/26/2007 - 01/05/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/26/2007 - 01/05/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MN
09/14/2006 - 09/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
04/30/2003 - 08/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/30/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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