Tyler
Castle
Crescent Advisor Group, Inc
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About this Advisor
Tyler Castle is a financial advisor based in Plano, Texas, working with Crescent Advisor Group, Inc. Tyler has previously held positions at Lowell & Company Inc, Texas Tech University, Double T Printing & Repair, Crescent Advisor Group, Inc, and Crescent Securities Group, Inc. Tyler has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Tyler is part of Crescent Advisor Group, Inc, which operates out of Plano, Texas. The firm has 1 office and 17 employees. The firm manages assets totaling $240.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Crescent Advisor Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crescent Advisor Group, Inc Brokerage Details
$240,686,137
17
439
$548,260
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
Crescent Advisor Group, Inc
Crescent Securities Group, Inc
Lowell & Company Inc
Double T Printing & Repair
Texas Tech University
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
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Dallas, TX
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