Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Tyler is a financial advisor who has been in the industry for over 20 years. Terry is currently registered with Royal Fund Management, LLC in Colorado and has experience with both brokerage and advisory services. Terry has a broad range of experience in the financial services industry, working with numerous firms such as Synergy Investment Group, LLC, Brookstreet Securities Corporation, and Rocky Mountain Securities & Investments, Inc. Terry is a Series 7, 24, 63, and 65 licensed advisor. Terry specializes in financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/01/2025 - Present
Royal Fund Management, LLC (Lakewood CO)
CO
06/27/2008 - 09/30/2008
SYNERGY INVESTMENT GROUP, LLC (DENVER CO)
CO
12/02/2005 - 06/27/2006
BROOKSTREET SECURITIES CORPORATION (CENTENNIAL CO)
CO
01/26/1995 - 04/24/1995
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
MN
02/09/1993 - 02/25/1993
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
AZ
01/19/1993 - 01/28/1993
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
CO
07/01/1991 - 11/25/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
06/07/1991 - 06/28/1991
FIRST CHOICE SECURITIES CORP.
NA
03/27/1989 - 06/21/1989
L.F. THOMPSON & COMPANY
NA
10/16/1987 - 02/28/1989
POWER SECURITIES CORPORATION
NA
03/11/1986 - 09/25/1987
THE STUART-JAMES COMPANY, INC.
NA
07/15/1985 - 11/18/1985
E. J. PITTOCK & CO., INCORPORATED
NA
07/30/1984 - 07/26/1985
GENESIS CAPITAL CORPORATION
NA
09/02/1983 - 07/31/1984
B. J. LEONARD AND COMPANY, INC.
NA
05/22/1980 - 08/22/1983
FIRST COLORADO INVESTMENTS & SECURITIES, INC.
IA
Issued 08/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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