Tyler
Romney

Lpl Financial LLC

CRD#6663388
Investment Advisor
in Vernal, UT

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About this Advisor

Tyler Romney is a financial advisor whose office is in Vernal, Utah. Currently a registered advisor with Lpl Financial LLC, they have accumulated 10 years of practice as a financial advisor. Romney has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Romney is able to work with clients based out of Utah. Over the course of their career, they have held roles at Lpl Financial, LLC, Mountain America Credit Union and Diamond Ranch Academy. Lpl Financial LLC is located in Vernal, Utah, and has 9,519 other locations in the United States. In aggregate, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 client accounts and retains more than 23,035 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have more 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

1818 W Hwy 40
Vernal, UT 84078

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

UT Average: 13
Total Number of Accounts

892,326

UT Average: 661
Average Account Size

$232,867

UT 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 Romney Work History

Tyler has 10 years of experience.

2017 - Present (5 years)

Lpl Financial, LLC

2014 - Present (8 years)

Mountain America Credit Union

2013 - 2014 (1 year)

Diamond Ranch Academy

Disclosures

Tyler Romney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ernest Escobar
Mahwah, NJ
John Lewis
Moscow, PA
Richard Gankofskie
Kennesaw, GA
Robert Stanley
Scranton, PA
Jody James
Lewiston, ME
William Pretory
Basking Ridge, NJ
Hugh Coonrod
Naperville, IL

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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