Skyler Roundtree is a registered investment advisor, based in Allen, TX, with 1 years of industry experience.
Location
1312 W Exchange Pkwy, Ste 1160, Allen, TX, 75013
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Regulatory History
Clean regulatory record
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
Skyler works as an agent team member for Darin McCullough's Insurance Agency, an affiliate of State Farm. This service takes about half of Skyler's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
February 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.Broker
February 2025 - Present · 1 yr 3 mos
State Farm Investment Management CORP.
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.