Tyler Alexander Porter

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

• 06/2019 → 05/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 06/2016 → 06/2019
  Cbp, Inc
  Lee's Summit, MO
• 09/2005 → 12/2018
  Bssd R-4
  Blue Springs, MO
• 05/2021 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2019-12-09 → 2021-09-15
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09