Tyler William Bowman

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

• 04/2016 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flower Mound, TX
• 12/2018 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2020 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 11/2024 → Present
  Lpl Financial Llc
  Argyle, TX
• 10/2022 → 11/2024
  Unemployed
  Plano, TX

Previous Registrations

• 2016-04-27 → 2022-10-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flower Mound, TX
  Dallas, TX
  Dallas, TX
• 2014-07-11 → 2016-03-24
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1) 10/2024 - Bowman Wealth Management / DBA for LPL Business (entity for LPL business) / inv. related / Argyle, TX 76226 / Start date 11/01/2024 - 160 Hrs per month - 100% Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2014-07-03
• S63 Uniform Securities Agent State Law Examination
  2013-12-20

Other Names

• Tyler W Bowman