Theodore BytnarCRD Number: 4163386
Current Firm: Tfg Financial Advisors, LLC
Theodore Bytnar (CRD# 4163386) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 12 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Tfg Financial Advisors, LLC||North Palm Beach, FL||Jan 2022 - Current||< 1|
|Affinity Asset Management||Plymouth, MI||Jun 2010 - Current||11|
|Lifestyle Financial Group||Southfield, MI||Sep 2009 - Jan 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management95MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$253,279
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, TX
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