Terry Tyler, financial advisor Lakewood CO

Terry Tyler

CRD Number: 709043
Current Firm: Royal Fund Management, LLC

Terry Tyler (CRD# 709043) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lakewood, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC The Villages, FL Nov 2015 - Current 6
Durango Capital, Inc. D/b/a Legacy Retirement Services Denver, CO Jan 1996 - Current 26
Leonard Financial Group Denver, CO Sep 2014 - Nov 2015 1
Regal Investment Advisors Kentwood, MI Mar 2013 - Mar 2015 2
Royal Fund Management, LLC Denver, CO Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Aug 2007
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Terry L. Tyler
Phone Number: 352-750-1637
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,109
    MILLIONS
  • Total Number of Accounts
    9,443
    ACCOUNTS
  • Average Account Value
    $117,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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