Terry TylerCRD 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.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|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|
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
Total Assets Under Management1,109MILLIONS
Total Number of Accounts9,443ACCOUNTS
Average Account Value$117,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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