Cambridge Investment Research Advisors, Inc
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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
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Cambridge Investment Research Advisors, Inc Brokerage Details
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.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
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.
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
Glen Allen, VA
Staten Island, NY
Ormond Beach, FL
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