Tyler Atkinson, CFP® Recognized as One of LPL Financial’s Top Financial Advisors

Financial Advisors

press release

Issued June 15, 2023

Bellevue, Washington – June 15, 2023 – Tyler Atkinson, Independent LPL Financial Advisor of Atkinson Wealth Strategies of Bellevue, Wash., today announced that he has joined LPL’s Freedom Club. With more than 21,000 of his LPL affiliated advisors across the country, he LPL honors this honor to select advisors based on business success*.

“On behalf of LPL, I am very pleased to congratulate Mr. Tyler Atkinson,” said Angela Xavier, LPL’s Executive Vice President of Independent Advisory Services. “We are honored to support Tyler Atkinson with the technical infrastructure, integrated products and differentiated services that support the advisor’s thriving practice. We look forward to continuing to help them work towards their financial goals in the years to come and wish them even greater success.”

Tyler Atkinson is represented in Arizona, California, Colorado, Washington DC, Florida, Georgia, Idaho, Illinois, Maryland, Montana, New York, Oregon, Pennsylvania, Texas, Utah, We serve clients based in Virginia and Washington, providing financial and retirement planning and custom assets. Management Strategies, Objectives – Planning and investment strategies based on Restricted Stock Units (RSU), Employee Stock Purchase Plans (ESPP), Stock Option Strategies (ISO, NSO) for individuals, households and business owners.

“We are pleased to serve our clients through custom financial plans and custom investment strategies tailored to their goals.” – Tyler Atkinson, CFP®

Tyler Atkinson works for LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support the work of advisors to enrich the financial lives of their clients.

About LPL Financial:

LPL Financial (Nasdaq: LPLA) was founded on the principle that firms should work for their advisors, not the other way around. Today, LPL is a leader in the markets** we serve, with more than 21,000 advisors, including approximately 1,100 institutional investment programs nationwide and approximately 500 registered investment advisor (“RIA”) firms. We support financial advisors. We remain committed to an advisor-centric model and the belief that Americans deserve personalized guidance from their financial advisors. Independence at LPL means that advisors are free to choose the business models, services and technology resources that enable their flawless practice. And because they know their customers best, they are free to manage their relationship with them. Simply put, we value our advisors and enable them to care for our clients.

*This performance is based on the top 23% of LPL Advisors annual production volume only.

**Top RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report). #1 Independent Broker-Dealer in the United States (Based on Total Revenue, Financial Planning 1996-2022). #1 growth in AUM from financial institutions among third-party providers of intermediation services to banks and credit unions. No. 1 share of entrusted balance among financial institutions. No. 1 financial institution revenue share. No. 1 financial institution market share. Advisory share No. 1. (Koehler Bielan Research & Consulting Annual TPM Report 2021-2022). Fortune 500 as of June 2021.

LPL and its affiliates provide financial services only from the United States.

Throughout this communication, the terms “financial advisor” and “advisor” include registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment advisor.

Securities and Advisory Services Offered Through Registered Investment Advisor, FINRA/SIPC Member LPL Financial

media contact
Company Name: Atkinson Wealth Strategies
contact person: Tyler Atkinson
Email: I send a mail
City: Bellevue
state: Western Australia
Country: America
Website: https://www.atkinsonws.com/

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