Tyler
Castle
Crescent Advisor Group, Inc
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About this Advisor
Tyler Castle is a certified financial planner who works out of Plano, Texas with 4 years of industry experience. Castle is currently employed by Crescent Advisor Group, Inc. During their career, the advisor has held roles at Lowell & Company Inc, Texas Tech University, Double T Printing & Repair, Crescent Advisor Group, Inc and Crescent Securities Group, Inc. Castle has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Crescent Advisor Group, Inc is a financial advisory firm that has its headquarters in Plano, TX. The company has a total of 15 advisors. It administers $212 million in assets across its 470 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 470 accounts, just 9% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on which services are offered. Fees billed by Crescent Advisor Group, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Advisor Group, Inc Brokerage Details
$211,731,339
15
470
$450,492
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
Tyler Castle Work History
Tyler has been registered as a financial advisor for 4 years.*
Crescent Advisor Group, Inc
Crescent Securities Group, Inc
Lowell & Company Inc
Double T Printing & Repair
Texas Tech University
*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 Tyler Castle 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 Crescent Advisor Group, Inc
Plano, TX
Plano, TX
Dallas, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Lubbock, TX
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.
