Tyler CastleCRD Number: 6595502
Current Firm: Crescent Advisor Group, Inc.
Tyler Castle (CRD# 6595502) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 5 years of experience in the finance industry. Tyler Castle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Crescent Advisor Group, Inc.||Dallas, TX||Jul 2019 - Current||2|
|Crescent Securities Group, Inc.||Dallas, TX||Jan 2019 - Current||3|
|Lowell & Company Inc.||Lubbock, TX||Jan 2015 - Sep 2019||4|
|Double T Printing & Repair||Lubbock, TX||May 2011 - Dec 2015||4|
|Texas Tech University||Lubbock, TX||Aug 2009 - Dec 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management138MILLIONS
Total Number of Accounts405ACCOUNTS
Average Account Value$340,176
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, TX
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