TC
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
Fee Structure
This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsRegulatory 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 Activities
Tyler is an investment advisor representative with Crescent Advisor Group and a registered representative of Crescent Securities Group. He dedicates full-time hours to these activities, primarily providing investment advice.
Employment History
Current Registrations
Crescent Advisor Group, INC.
July 2019 - Present · 6 yrs 6 mos
Crescent Securities Group, INC.Broker
January 2019 - Present · 7 yrs
Previous Registrations
Lowell Wealth Management
July 2018 - September 2019 · 1 yr 2 mos
Lowell & Company, INC.Broker
June 2016 - September 2019 · 3 yrs 3 mos
State Registrations5 states
COILNMTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.