Tyler A Getz

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

• 07/2021 → Present
  Lpl Financial Llc
  Kingwood, TX
• 06/2018 → 07/2021
  Waddell And Reed
  Humble, TX
• 06/2016 → 06/2018
  Academy Sports And Outdoors
  Conroe, TX
• 09/2016 → 11/2016
  Wally's Party Factory
  Huntsville, TX
• 08/2014 → 12/2017
  Student
  Huntsville, TX

Other Businesses

1) 08/28/2023 - Notary - TX 77339 - Investment related - Start date: 09/13/2021. 2) 08/28/2023 - Shepherd's Way Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20