Tyler
Porter

Lpl Financial LLC

CRD#7147947
Investment Advisor
in Mission, KS

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About this Advisor

Tyler Porter is a financial advisor based in Mission, Kansas, working with Lpl Financial LLC. Tyler has previously held positions at Waddell & Reed, Inc, Cbp, Inc, and Bssd R-4. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Tyler is part of Lpl Financial LLC, which operates out of Mission, Kansas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

Office Location

6300 Lamar Ave
Mission, KS 66202

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

KS Average: 13
Total Number of Accounts

1,910,545

KS Average: 661
Average Account Size

$242,588

KS Average: $977,396

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 Porter Work History

2019 - Present (5 years)

Waddell & Reed, Inc

2016 - 2019 (3 years)

Cbp, Inc

2005 - 2018 (13 years)

Bssd R-4

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tyler Porter 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

Eric Matthews
Fort Mill, SC
Ronald Cornelison
Corvallis, OR
Meghan Clancy
Hollywood, FL
Nicole Wilson
Glen Arm, MD
Nicholas Geric
Winter Haven, FL
Christopher Claude
Altamonte Springs, FL
David Wiley
La Jolla, CA
Kedishia Grant
Fort Mill, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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