Beau Tillinghast (CRD# 6449911) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 7 years of experience in the finance industry. Beau Tillinghast has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kreitler Financial LLC | New Haven, CT | Jul 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | New Haven, CT | Nov 2016 - Jul 2020 | 3 |
| Raymond James Financial Services, Inc. | New Haven, CT | Aug 2016 - Jul 2020 | 3 |
| Raymond James Financial Services, Inc. | New Haven, CT | Jul 2016 - Aug 2016 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2012 - May 2016 | 3 |
| Northwestern Mutual | West Hartford, CT | Jun 2015 - Aug 2015 | < 1 |
| Big Fish Promotions | Glastonbury, CT | May 2014 - Aug 2015 | 1 |
| Boudreaux Restaurant | Blacksburg, VA | Feb 2015 - May 2015 | < 1 |
| Virginia Asset Management | Midlothian, VA | Jan 2015 - Jan 2015 | < 1 |
| Farmer's Cow Cafe | Willimantic, CT | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- CT
- TX
-
Total Assets Under Management477MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$539,287
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, NC, NH, NY, PA, TX, VT
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