TD
Tyler Durham
ROUNDTABLE PLANNING & INVESTMENTS
CHARLOTTE, NC
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CRD#: 6939136
TD
Professional summary
Tyler Durham is a registered financial advisor currently at ROUNDTABLE PLANNING & INVESTMENTS located in Charlotte, North Carolina.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Tyler has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Durham'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
May 27, 2025 - Present
ROUNDTABLE PLANNING & INVESTMENTS
RIA
CRD#: 335767
CHARLOTTE, NC
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
North Carolina(5/27/2025)
Current Firm
RP
ROUNDTABLE PLANNING & INVESTMENTS
ROUND TABLE INVESTMENT SERVICES | ROUNDTABLE PLANNING & INVESTMENTS | ROUND TABLE INVESTMENTS | ROUND TABLE INVESTMENT SERVICES, LLC
CRD#: 335767 / SEC#:
North Carolina
Registered Investment Advisory firm - (5/27/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Charlotte, NC
Mailing Address
Phone number
(404) 625-5577
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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