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Glen Tyler

Advisor at LPL Financial

Updated today

Location

Onley, VA 23418

Credentials

Series 66

Industry experience

20 years

About

Glen Tyler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Kestra Financial, SunTrust Advisory Services, and SunTrust Investment Services. Tyler serves as a commissioner on the Accomack County Planning Commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

25020 Shore Parkway, Ste 2 B

Onley, VA 23418

Most active in

Maryland · Virginia

Work history

LPL Financial

2019 - Present (7 years)

Kestra Financial, Inc

2016 - 2019 (3 years)

SunTrust Advisory Services

2016 - 2016 (1 year)

Suntrust Investment Services,Inc

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John F

CFP®, Series 65

Onancock, VA

Financial Solutions

John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.

Cash flow / budgeting General tax planning College savings (529s, UTMA, etc.)
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Frank A

Series 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Frank Abella III is a financial advisor at Investment Partners Asset Management with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes 17 years at T.R. Winston & Company, LLC. Outside of advisory work, he serves as Vice President of Cape Charles Main Street and is a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on commerce and development. Investment Partners Asset Management provides discretionary and non-discretionary portfolio management, retirement plan consulting, and related services to individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach that emphasizes value investing and utilizes various strategies including tactical asset allocation, derivatives, and options.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing
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Christopher D

Series 63

Onancock, VA

Kingswood Wealth Advisors, LLC

Christopher Doyle is a financial advisor at Kingswood Wealth Advisors, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked at Kingswood Capital Partners, Benchmark Investments, Benchmark Advisory Services, and Securities America. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients' goals and risk tolerance while providing portfolio management, third-party manager oversight, and consulting services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brian E

CFP®, Series 63, Series 65

Accomac, VA

LPL Financial

Brian East is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2018. He has previously worked at Cadaret, Grant & Co., Inc. and maintains a long-standing association with Atlantic Commonwealth Advisors. Outside of his advisory work, he is involved in insurance agency activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James N

Series 66

Accomac, VA

Wells Fargo Clearing

James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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