Tyler
Romney

Lpl Financial LLC

CRD#6663388
Investment Advisor
in Provo, UT

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About this Advisor

Tyler Romney is a financial advisor based in Provo, Utah, working with Lpl Financial LLC. Tyler has previously held positions at Lpl Financial, LLC, Mountain America Credit Union, and Diamond Ranch Academy. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Tyler is part of Lpl Financial LLC, which operates out of Provo, Utah. 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, CERTIFIED FINANCIAL PLANNER™

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

88 N. 500 W.
Provo, UT 84601

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

UT Average: 13
Total Number of Accounts

1,910,545

UT Average: 661
Average Account Size

$242,588

UT 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 Romney Work History

2017 - Present (7 years)

Lpl Financial, LLC

2014 - Present (10 years)

Mountain America Credit Union

2013 - 2014 (1 year)

Diamond Ranch Academy

Disclosures

Please visit the SEC profile of Tyler Romney 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
Joshua Childers
Huntsville, AL
Megan Micek
Downers Grove, IL
Gregory Hauer
Omaha, NE
David Cargill
Scottsdale, AZ
Andrew Sawyer
Bloomfield Hills, MI
Benjamin Bolen
Troy, MI
Peter Kauffman
Warsaw, IN

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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