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Robert S Tynes

16 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
819 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$2,000
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Location

13 Wolf Creek, Suite 2, Swansea, IL, 62226

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History

Regulatory History (2)
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Judgment / Lien
March 2019
Customer Dispute
March 2008
Settled
Employment History
Current Registrations
Archford Capital Strategies, LLC
May 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - March 2025 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - March 2025 · 2 yrs 8 mos
Confluence Investment Management LLC
May 2018 - February 2022 · 3 yrs 9 mos
Imst Distributors, LLCBroker
July 2013 - March 2017 · 3 yrs 8 mos
Gratry & Company, LLC
April 2013 - December 2018 · 5 yrs 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - August 2006 · 1 mo
Jpmorgan Securities INC
April 2005 - August 2006 · 1 yr 4 mos
Banc One Securities CorporationBroker
February 2005 - July 2006 · 1 yr 5 mos
Syndicated Capital, INC.Broker
September 1998 - April 2000 · 1 yr 7 mos
Goldman, Sachs & CO.Broker
December 1997 - August 1998 · 8 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1994 - December 1994 · 11 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.
Robert S Tynes - Financial Advisor | TrueAdvisor