Tyler
Coe

Lpl Financial LLC

CRD#6605982
Investment Advisor
in Ormond Beach, FL

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About this Advisor

Tyler Coe is a financial advisor operating in Ormond Beach, Florida, with 10 years of financial industry experience. Coe is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Space Coast Credit Un, Kohls, Hibbett Sports, Food City, Lpl, Lpl Financial LLC and Vystar Credit Union. Coe has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Lpl Financial LLC is a firm operating out of Ormond Beach, Florida. The firm has offices in 9,898 locations and a total of 28,744 people on staff. It handles $404 billion in assets under management among its 1,517,995 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a diverse array of services, including 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. Financial advisory fees vary depending on the type of services offered. However, fee types charged by Lpl Financial LLC most likely are comprised of 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

1301 W Granada Blvd
Ormond Beach, FL 32174

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

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

28,744

FL Average: 13
Total Number of Accounts

1,517,995

FL Average: 661
Average Account Size

$266,257

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

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
Ruthanna Goodman
Louisville, KY
Anthony Velarde
Oxnard, CA
Brian Harwood
Latham, NY
Jeff Jafolla
Doylestown, PA
Suzanne Kent
Fort Mill, SC
Marianne Hobson
Kingston, NY
Douglas Chin
Red Bank, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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