Milton Tynch
Milton Tynch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Brevard, NC, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
9 Park Place West, Suite 103, Brevard, NC, 28712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Interstate/johnson Lane CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations33 states
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