TC
CFP
TC
CFP

Tyler C Castle

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
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Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler is an investment advisor representative with Crescent Advisor Group and a registered representative of Crescent Securities Group. He dedicates full-time hours to these activities, primarily providing investment advice.

Employment History
Current Registrations
Crescent Advisor Group, INC.
July 2019 - Present · 6 yrs 7 mos
Crescent Securities Group, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Lowell Wealth Management
July 2018 - September 2019 · 1 yr 2 mos
Lowell & Company, INC.Broker
June 2016 - September 2019 · 3 yrs 3 mos
State Registrations5 states
COILNMTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tyler C Castle - Financial Advisor | TrueAdvisor