UBS Financial Services
45yrs
Top advisor by experience in Tyler
25yrs
Based in Tyler, Texas, Joseph Eakin is a fiduciary financial advisor with 25 years of industry experience. Joseph has been with LPL Financial since 2004; before that, Joseph spent three years at UBS Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 225 advisors with offices in Tyler, and one of 207 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience in Texas
Office3200 Troup Hwy Suite 150, Tyler, TX 75701
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowLPL Financial LLCCurrent firm
- 2001 – 2004UBS Financial Services Inc.Previously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call LPL Financial at 704-733-3300 and ask for Joseph Eakin. Joseph works from the Tyler, TX office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2001, about 25 years. Top 24% by experience in Texas.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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