Lincoln Financial Advisors Corporation
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About this Advisor
Tyler Bernard is a certified financial planner working out of Denver, Colorado, with 11 years of work experience. Bernard is an employee of Lincoln Financial Advisors Corporation. Their career trajectory has included roles at Lincoln Financial Advisors, First Bankers Banc Securities, Wolf Creek Golf Club and Full Time Student. Bernard maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Lincoln Financial Advisors Corporation is an advisory business that has its headquarters in Denver, Colorado. The company has offices in 412 locations and a total of 2,080 employees. It has $20 billion in total assets between its 63,280 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 68 charities and foundations. Of its 63,280 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on the type of services offered. However, fee types billed by Lincoln Financial Advisors Corporation likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Financial Advisors Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Tyler Bernard Work History
Tyler has 11 years of experience.
Lincoln Financial Advisors
Lincoln Financial Advisors
Full Time Student
First Bankers Banc Securities
Wolf Creek Golf Club
Tyler Bernard has no disclosures.
Please visit their SEC profile for more details.