Robert Tyner, financial advisor Springs FL

Robert Tyner

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert E. Tyner
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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