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William Arthur Tyler

Tyler Wealth Management, LLC

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About William Arthur Tyler

William Tyler is an Investment Advisor Representative with Tyler Wealth Management, LLC. William has been in the industry since 1995 and has a history of working with different firms in the financial services industry. William has a wide range of experience providing investment advice to individuals and businesses. William is a Certified Financial Planner and Chartered Financial Consultant and offers financial planning, pension consulting, and portfolio management services.

Firm Information

William Tyler is currently registered with Tyler Wealth Management, LLC. Tyler Wealth Management, LLC is an investment advisory firm that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has 7 licensed agents, 10 investment adviser representatives, and manages approximately $16.95 million in regulatory assets.

$16.95M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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William Tyler’s Registration & Firm History

TX

05/15/2012 - Present

Tyler Wealth Management, LLC (SOUTHLAKE TX)

TX

03/30/2010 - 02/27/2012

INVESTMENT PROFESSIONALS, INC. (SOUTHLAKE TX)

TX

04/01/2009 - 10/30/2009

DEWAAY FINANCIAL NETWORK, LLC (SOUTHLAKE TX)

TX

04/24/2007 - 09/02/2008

MML INVESTORS SERVICES, INC. (COLLEYVILLE TX)

TX

02/24/1995 - 04/16/2007

PRUCO SECURITIES, LLC. (IRVING TX)

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Licenses & Designations

IA

Issued 05/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Arthur Tyler.
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