Tyler Roy Goode

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

• 07/2019 → Present
  Umpqua Valley Financial Llc.
  Roseburg, OR
• 10/2012 → 07/2019
  City Of Roseburg
  Roseburg, OR
• 11/2019 → Present
  Lpl Financial, Llc
  Roseburg, OR

Other Businesses

1. 3/18/2020 - Umpqua Valley Financial, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 05/31/2017 - Tax prep, auditing and reviews. 2. 01/23/2024 - Victory Baptist Church - Other - Pastor - Senior Pastor - Not Investment Related - 179 Kincaid Avenue, Roseburg, OR 97470 - Start Date 02/18/2024 - 40 Hours Per Month/ 0 Hours During Trading 3. 02/05/2024 - Summit Financial Planning & Investments - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-11-15

Designations

• Certified Financial Planner