Robert TinklerCRD Number: 4441580
Current Firm: Raymond James Financial Services Advisors, Inc.
Robert Tinkler (CRD# 4441580) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilton, CT and has over 16 years of experience in the finance industry. Robert Tinkler 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Accounting/cpa/tax Preparation||Newtown, CT||Mar 2011 - Current||6|
|Raymond James Financial Services, Inc.||Wilton, CT||Jun 2010 - Current||7|
|Raymond James Financial Services Advisors Inc.||Wilton, CT||Jun 2010 - Current||7|
|First Investors Corp.||North Haven, CT||Aug 2001 - Jun 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops