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Tyler L

Series 63, Series 65

Tyler, TX

LPL Financial

Tyler Lewis is a financial advisor with LPL Financial in Tyler, Texas, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and PNC Managed Account Solutions. Tyler is also involved as an agent with Ash Brokerage and DPL for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick C

Series 66

Tyler, TX

LPL Financial

Patrick Clifford is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, as well as Morgan Stanley and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett H

Series 63, Series 66

Tyler, TX

LPL Financial

Brett Hendricksen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at TIAA and TIAA-CREF Individual & Institutional Services for eight years and has experience in other sectors including logistics and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party investment models, and supports advisors with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Candace P

Series 66

Tyler, TX

LPL Financial

Candace Polk is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2014 to 2024. Polk is also a commissioned notary, a role she has held since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Crystal W

Series 66

Tyler, TX

LPL Financial

Crystal Welch is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for five years and T Jay Distributing for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives and a variety of operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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