Robert TynerCRD Number: 6615382
Current Firm: Fidelity Personal And Workplace Advisors
Robert Tyner (CRD# 6615382) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Springs, FL and has over 6 years of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Brokerage Services LLC||Jacksonville, FL||Feb 2016 - Current||6|
|Aon Hewitt||Orlando, FL||Oct 2012 - Feb 2016||3|
|310 Lakeside||Orlando, FL||Sep 2011 - Dec 2015||4|
|University Of Central Florida||Orlando, FL||Jun 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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