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Tyler E. Talman
CARRINGTON ADVISORS
Dallas, TX 75248
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CRD#: 5535923
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Professional summary
Tyler Edward Talman is a registered financial advisor currently at CARRINGTON ADVISORS, LLC located in Dallas, Texas.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tyler has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Tyler Talman is the owner of Carrington Consulting, LLC which provides non-investment advisory consulting and family office services to Carrington Advisor clients. Carrington Consulting began operations in January 2021. Tyler's time is split equally between Carrington Advisors and Carrington Consulting. Tyler's duties as a Family Officer includes coordinating a team of experts to help families achieve their goals both personally and professionally. 2.) Carrington Group, LLC is the parent company for Carrington Advisors and Carrington Consulting and is 100% owned and controlled by Tyler Talman. Carrington Group does not offer any services to any clients. Clients will engage Carrington Advisors or Carrington Consulting directly for their respective services. 3.) Tyler Talman is 1/3 owner in TSM Hauling, LLC, a company specializing in dump trailer rentals. This business is not investment industry related and does not warrant a material amount of time that would detract from his duties for Carrington Advisors, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Edward Talman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2021 - Present
CARRINGTON ADVISORS, LLC
Office #1: 15770 N. Dallas Parkway Suite 550, Dallas, TX 75248RIA
CRD#: 311522
Dallas, TX
Past
February 18, 2014 - April 1, 2021
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
DALLAS, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/17/2021)
IAR
Georgia(3/19/2021)
IAR
Louisiana(1/26/2021)
IAR
Texas(1/15/2021)
Current Firm
CA
CARRINGTON ADVISORS, LLC
CARRINGTON ADVISORS, LLC
CRD#: 311522 / SEC#:
California
Registered Investment Advisory firm - (3/17/2021 Approved)Georgia
Registered Investment Advisory firm - (3/19/2021 Approved)Louisiana
Registered Investment Advisory firm - (1/26/2021 Approved)Texas
Registered Investment Advisory firm - (1/15/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15770 N. Dallas Parkway Suite 550, Dallas, TX 75248
Mailing Address
Phone number
(214) 446-4706
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 97,845,325 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/11/2025 | ||
| 10/18/2024 | ||
| 11/30/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CARRINGTON ADVISORS, LLC
CRD#: 311522Dallas, TX 75248TRUST BUT VERIFY
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