Unclaimed Profile

Tyler Shane Bethea

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas

Clean recordCH INVESTMENT PARTNERS, LLC

3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 5143331Firm CRD# 301481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler Shane Bethea · DALLAS, TX

Registration

CRD #5143331 · CH INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tyler Shane Bethea is a registered financial advisor based in DALLAS, Texas, affiliated with CH INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CH INVESTMENT PARTNERS, LLC

AUM

$5.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CH INVESTMENT PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5143331

Firm CRD# 301481

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Frequently Asked Questions

What services does Tyler Shane Bethea offer?

Tyler Shane Bethea specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Tyler Shane Bethea's credentials?

Tyler Shane Bethea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Shane Bethea located?

Tyler Shane Bethea is based in DALLAS, Texas, working with CH INVESTMENT PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Tyler Shane Bethea charge for services?

Tyler Shane Bethea's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CH INVESTMENT PARTNERS, LLC?

CH INVESTMENT PARTNERS, LLC has approximately 39 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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