Richard Tyler
Richard Tyler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carrollton, TX, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3104 Glenview, Carrollton, TX, 75007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard holds ownership interests in Head Tyler PC and HT GenPar LLC, which in turn have interests in Head Tyler LLP. He also works as an insurance agent for Avantax Insurance Agency/Services, dedicating about 10-20% of his time, and is a managing member of Tyler Wealth Design LLC, spending about 40% of his time providing investment and planning services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations3 states
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