Terry
Tyler
Royal Fund Management, LLC
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About this Advisor
Terry Tyler is a financial advisor operating in Denver, Colorado with a total of 8 years of industry experience. Tyler is an advisor for Royal Fund Management, LLC. Over the course of their career, they have held roles at Regal Investment Advisors, Royal Fund Management, LLC, Durango Capital, Inc D/B/A Legacy Retirement Services and Leonard Financial Group. Tyler has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Royal Fund Management, LLC is a company that has its headquarters in Lady Lake, FL. The company has offices in 83 locations and a total of 90 employees. It administers $1 billion in assets under management among its 10,564 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 10,564 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Royal Fund Management, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Terry Tyler Work History
Terry has been registered as a financial advisor for 8 years.*
Royal Fund Management, LLC
Durango Capital, Inc D/B/A Legacy Retirement Services
Leonard Financial Group
Regal Investment Advisors
Royal Fund Management, LLC
*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 Terry 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 Royal Fund Management, LLC
Lone Tree, CO
Denver, CO
Lady Lake, FL
Lady Lake, FL
Casselberry, FL
Orlando, FL
Lady Lake, FL
Lady Lake, FL
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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