Tyler
Zavala
Lpl Financial LLC
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About this Advisor
Tyler Zavala is a certified financial planner based out of Peoria, Arizona with a total of 1 year of relevant experience. Zavala is an employee of Lpl Financial LLC. Throughout their career, they have worked at Ae Wealth Management, LLC, Independent Wealth Management, Wet N Wild Water Park, Lw'S The Hideaway, Liberty High School, Student and Lpl Financial. Zavala holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in assets under management among its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the type of financial services provided. However, fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Tyler Zavala Work History
Tyler has been registered as a financial advisor for 1 years.*
Lpl Financial
Ae Wealth Management, LLC
Independent Wealth Management
Student
Wet N Wild Water Park
Lw'S The Hideaway
Liberty High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Zavala to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Vienna, VA
Sea Girt, NJ
Lawrenceburg, IN
Charlestown, MA
The Villages, FL
Walnut Creek, CA
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
