Tyler Freeman
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMar 2026 to now
- Santander Bank, NAAug 2024 to Mar 2026
- Santander Securities, LLCAug 2024 to Mar 2026
- Wells Fargo Bank, NAJan 2024 to Jul 2024
- Wells Fargo Clearing Services, LLCJan 2024 to Jul 2024
- Santander Bank, NAApr 2018 to Jan 2024
- Santander Securities, LLCApr 2018 to Jan 2024
- Millington SecuritiesOct 2017 to Apr 2018
- Wbi InvestmentsOct 2017 to Apr 2018
- Bank of America, N.A.Nov 2015 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Oct 2017
- New Jersey Lacrosse ClubJun 2013 to Mar 2026
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6561947
- Firm CRD
- 6413