Tyler Dicke

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2020
  Jackson National Life Distributors Llc
  Franklin, TN
• 03/2020 → 03/2023
  Securities America, Inc.
  Mount Juliet, TN
• 03/2020 → 03/2023
  Securities America Advisors
  Mount Juliet, TN
• 03/2023 → Present
  Lpl Financial Llc
  Brentwood, TN

Previous Registrations

• 2020-03-30 → 2023-03-20
  Securities America Advisors, Inc.
  Mount Juliet, TN

Other Businesses

1) 01/30/2023 - CADENCE WEAL TH ADVISORS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 01/30/2023 - CADENCE TAX ADVISORS - Tax Prep/Accounting/CPA - Owner and sole proprietor - FRANKLIN TN 37064 - Investment related - 4 Hours per month - Start date: 12/17/2020.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-22

Designations

• Chartered Financial Analyst

Other Names

• Tyler Dicke