Tyler
Rue

Lpl Financial LLC

CRD#7149508
Investment Advisor
in Fort Mill, SC

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About this Advisor

Tyler Rue is a financial advisor based in Fort Mill, South Carolina, working with Lpl Financial LLC. Tyler has previously held positions at The Vanguard Group, Inc, Brigham Young University - Idaho, Research And Business Development Center, Broulims Fresh Foods, Brigham Young University - Idaho Art Department, Bernett Research, Sean'S Bbq, Subway, Regency Hills Lawn Care, Wonsulting, and Lpl Financial LLC. Tyler has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Tyler is part of Lpl Financial LLC, which operates out of Fort Mill, South Carolina. 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

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

SC Average: 13
Total Number of Accounts

1,910,545

SC Average: 661
Average Account Size

$242,588

SC 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 Rue Work History

2024 - Present (0 year)

Lpl Financial LLC

2023 - Present (1 year)

The Vanguard Group, Inc

2021 - 2022 (1 year)

Wonsulting

2020 - 2023 (3 years)

The Vanguard Group, Inc

2019 - 2020 (1 year)

The Vanguard Group, Inc

2018 - 2019 (1 year)

Brigham Young University - Idaho

2018 - 2018 (< 1 year)

Research And Business Development Center

2018 - 2018 (< 1 year)

Research And Business Development Center

2016 - 2017 (1 year)

Broulims Fresh Foods

2016 - 2016 (< 1 year)

Brigham Young University - Idaho Art Department

2015 - 2015 (< 1 year)

Bernett Research

2015 - 2015 (< 1 year)

Sean'S Bbq

2015 - 2019 (4 years)

Brigham Young University - Idaho

2014 - 2015 (1 year)

Subway

2012 - 2014 (2 years)

Regency Hills Lawn Care

Disclosures

Please visit the SEC profile of Tyler Rue 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
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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