Tyler
Coe

Lpl Financial LLC

CRD#6605982
Investment Advisor
in Deland, FL

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About this Advisor

Tyler Coe is a financial advisor who is based in Deland, Florida. Currently an advisor at Lpl Financial LLC, Coe has 10 years of work experience. Coe has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Coe can work with customers in Florida. Their career trajectory has included roles at Space Coast Credit Un, Kohls, Hibbett Sports, Food City, Mcdonalds, Lpl, Lpl Financial LLC and Vystar Credit Union. Lpl Financial LLC is based out of Deland, Florida, and operates out of 9,519 additional locations throughout the nation. In aggregate, Lpl Financial LLC oversees $208 billion in assets across 892,326 client accounts and retains more than 23,035 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 28% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1517 N Woodland Blvd
Deland, FL 32720-1801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

FL Average: $646,059,043
Total Number of Employees

23,035

FL Average: 13
Total Number of Accounts

892,326

FL Average: 661
Average Account Size

$232,867

FL Average: $977,396

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Tyler Coe Work History

Tyler has 10 years of experience.

2019 - Present (3 years)

Lpl Financial LLC

2019 - Present (3 years)

Vystar Credit Union

2016 - 2019 (3 years)

Lpl

2015 - 2019 (4 years)

Space Coast Credit Un

2014 - 2015 (1 year)

Kohls

2014 - 2015 (1 year)

Hibbett Sports

2012 - 2014 (2 years)

Food City

2010 - 2012 (2 years)

Mcdonalds

Disclosures

Tyler Coe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Kevin Wilson
Colorado Springs, CO
Dennis Schilling
Nashville, TN
James Haupt
San Diego, CA
Constantinos Yianas
Palatine, IL
Richard Parnigoni
Woburn, MA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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