Austin Tyler Polo

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

• 03/2022 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2022 → Present
  Grow Financial Federal Credit Union
  Tampa, FL
• 09/2020 → 03/2022
  Grow Financial Federal Credit Union
  Tampa, FL
• 12/2017 → 05/2018
  Mercedes Benz Of Tampa
  Tampa, FL
• 06/2014 → 12/2017
  Walgreens
  Tampa, FL
• 05/2018 → 05/2020
  Florida State University
  Tallahassee, FL
• 05/2020 → 09/2020
  Unemployed
  Tampa, FL
• 05/2025 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2022-08-23 → 2025-05-15
  Cuso Financial Services, L.P.
  Tampa, FL
  Tampa, FL

Other Businesses

1. 05/15/2025- Grow Financial Retirement & Investments- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/29/25- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Other Names

• Austin Polo