Tyler Trettin (CRD# 7840166) is an Investment Advisor Representative working at Lpl Financial LLC in Ephrata, PA and has 1 year of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ephrata National Bank | Ephrata, PA | Nov 2023 - Current | < 1 |
| Lpl Financial LLC | Ephrata, PA | Nov 2023 - Current | < 1 |
| Unemployed | Ephrata, PA | Oct 2023 - Nov 2023 | < 1 |
| Tier 1 Utility Design | Reading, PA | Jan 2023 - Sep 2023 | < 1 |
| Vitality Athletics | Ephrata, PA | May 2011 - Jan 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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