Charles
Tyler

Cambridge Investment Research Advisors, Inc

CRD#2258245
Investment Advisor
in Alamo, CA

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About this Advisor

Charles Tyler is a financial advisor based in Alamo, California with 17 years of relevant experience. Tyler is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, Tyler has held roles at Capital Planning Partners, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Tyler holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Cambridge Investment Research Advisors, Inc is a company headquartered in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 financial advisors. It controls $82 billion in total assets between its 461,370 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises six charities and foundations. Of its 461,370 accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3201 Danville Blvd. Suite 285
Alamo, CA 94507

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

CA Average: $9,259,360,772
Total Number of Employees

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

CA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Charles Tyler Work History

Charles has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Cambridge Investment Research, Inc

2006 - Present (18 years)

Cambridge Investment Research Advisors, Inc

2002 - Present (22 years)

Capital Planning Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Tyler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Kevin Currutt
Cleveland, OH
Lyndon Crawford
Des Moines, IA
Herbert Modrak
Glen Allen, VA
Tomas Cern
Tolland, CT
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
John Ladick
Fairfield, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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