Tyler Landon Williams

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

• 06/2016 → 05/2025
  Wesbanco Securities, Inc.
  Ironton, OH
• 05/2025 → Present
  Lpl Financial
  Portsmouth, OH
• 05/2025 → Present
  Financial Design Group, Inc
  Portsmouth, OH

Previous Registrations

• 2016-06-28 → 2025-05-23
  Wesbanco Securities, Inc.
  Proctorville, OH
  Jackson, OH
  Jackson, OH
  Ironton, OH
  Gallipolis, OH
  West Portsmouth, OH
  Wheeling, WV
  Cincinnati, OH
  Newport, KY
  Mason, OH
  Charleston, WV
  Huntington, WV
  Nitro, WV
  Franklin, OH
  Jackson, OH
• 2011-10-03 → 2016-06-20
  U.S. Bancorp Investments, Inc.
  Portsmouth, OH
  Lucasville, OH
  Wheelersburg, OH
  New Boston, OH
  Waverly, OH
  Minford, OH
  Sardinia, OH
  Hillsboro, OH
  Circleville, OH
  Washington Court House, OH
  Owensville, OH
  Waverly, OH
• 2011-03-16 → 2011-09-22
  Pnc Wealth Management Llc
  Ashland, KY
  Chesapeake, OH
  Jackson, OH
  Ashland, KY
  Coal Grove, OH
  Ashland, KY
  Ashland, KY
  Catlettsburg, KY
  Ironton, OH
  Portsmouth, OH
  Portsmouth, OH
  Sciotoville, OH
  Flatwoods, KY
  Ashland, KY
• 2009-12-22 → 2011-02-18
  Fifth Third Securities, Inc.
  Lucasville, OH
  Circleville, OH
  Chillicothe, OH
  Portsmouth, OH
  Chillicothe, OH
  Chillicothe, OH

Other Businesses

1. 04/2025 - Financial Design Group, Inc - Non-Variable Insurance - Investment Related - Portsmouth, OH - 25 Hrs/Mth - 5 Hrs During Trading. -  Time Spent: 5. 2. 04/2025 - Financial Design Group, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - Portsmouth, OH - 160 Hrs/Mth - 40 Hrs During Trading. -  Time Spent: 100. 3. 04/2025 - TLW Farms LLC - Real Estate Rental - Investment Related - Piketon, OH - 5 Hrs/Mth - 0 Hrs During Trading. -  Time Spent: 2. 4) 05/01/2025 - Pike Water Inc. - Not Investment Related - Non-Profit Board Member - Piketon, OH - Start Date:01/01/2022 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-21
• S63 Uniform Securities Agent State Law Examination
  2005-01-19