AT
AT

Adam Tindle

18 Years of Experience
St. Petersburg, FL
Broker

Adam Tindle is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History
Clean regulatory record

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
Raymond James & Associates, INC.
November 2014 - Present · 11 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2012 - October 2014 · 2 yrs 9 mos
Charles Schwab & CO., INC.
March 2008 - December 2011 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
August 2007 - October 2014 · 7 yrs 2 mos
Hedge Fund Capital Partners, LLCBroker
October 2006 - February 2007 · 4 mos
State Registrations1 state
FL
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.