Allen Tyndall (CRD# 5982534) is an Investment Advisor Representative working at Seaside Wealth Advisors LLC in Wilmington, NC and has over 11 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 6431731
Reach Strategic Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seaside Capital Partners, LLC | Wilmington, NC | Aug 2023 - Current | < 1 |
| Seaside Wealth Advisors LLC | Wilmington, NC | Jul 2023 - Current | 1 |
| Eagles Coast Wealth Management | Mount Pleasant, SC | Oct 2020 - Jul 2023 | 2 |
| Eagles Coast Capital, LLC | Mount Pleasant, SC | Sep 2019 - Jul 2023 | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2016 - Sep 2019 | 3 |
| Northwestern Mutual Investment Services, LLC | Greensboro, NC | Aug 2012 - Sep 2019 | 7 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2011 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- NC
- PA
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$155,263
- 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
- Selection of other advisers (including private fund managers)
NC, PA, TX
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