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Sydney Tindall

27 Years of Experience
Chattanooga, TN
2 DisclosuresBroker

Sydney Tindall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

801 Broad Street, Chattanooga, TN, 37402

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Closed-No Action
Customer Dispute
April 2008
Closed-No Action
Other Business Activities

Sydney is a Vice President at Pinnacle Asset Management and Pinnacle Financial Partners, dedicating about half their time to each. Sydney also has an ownership stake in Stonecrest Properties LLC, requiring minimal time, and supports The Tindall Team with branding and marketing.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - May 2016 · 3 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - May 2016 · 3 yrs 3 mos
Morgan Keegan & Company, INC.
February 2004 - February 2013 · 9 yrs
Morgan Keegan & Company, INC.
February 2004 - February 2004 · 0 mos
Morgan Keegan & Company, INC.Broker
February 2004 - February 2013 · 9 yrs
Suntrust Securities, INC.
May 2003 - February 2004 · 9 mos
Suntrust Securities, INC.Broker
March 2003 - February 2004 · 11 mos
NationssecuritiesBroker
September 1993 - June 1995 · 1 yr 9 mos
Mid-South Securities, INC.Broker
August 1988 - August 1989 · 1 yr
Johnson, Lane, Space, Smith & CO., INC.Broker
November 1986 - June 1988 · 1 yr 7 mos
State Registrations22 states
AKALARCACOCTFLGAINKSLAMDMSNCNYORSCTNTXVAVTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.