TrueAdvisor
TrueAdvisor
CT
CFP
CT
CFP

Christopher John Tyler

Alliance Advisory & Securities, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningEducation PlanningInsurance Planning
Alliance Advisory & Securities, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
667 clients
Average Client Portfolio
$959K average
Assets Under Management
$639.4M

Fee Structure

Minimum Investment:$100K

Location

31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Alliance Advisory & Securities, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2020 - June 2022 · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2020 - June 2022 · 2 yrs 4 mos
Commonwealth Financial NetworkBroker
March 2019 - January 2020 · 10 mos
Commonwealth Financial Network
March 2019 - January 2020 · 10 mos
Alliance Advisory & Securities, INC
November 2018 - February 2019 · 3 mos
Alliance Advisory & Securities, INC.Broker
August 2018 - February 2019 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.