Christopher
Tyndall

Cps Investment Advisors

CRD#4029078
Investment Advisor
in Lakeland, FL

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About this Advisor

Christopher Tyndall is a financial advisor operating in Lakeland, Florida who has 1 year of relevant experience. Tyndall is on the advisory team at Cps Investment Advisors. Their career trajectory has included roles at Coastal Plains Re Holdings, Tyndall Stroud Wealth Management, LLC, Tyndall Stroud Cpas, Pc, Cps Investment Advisors and Morningstar Investment Services LLC. Tyndall maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Cps Investment Advisors is an advisory business operating out of Lakeland, FL. It handles $2 billion in assets under management across its 7,080 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 24 charitable organizations. Of its 7,080 accounts, 19% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cps Investment Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules typically vary depending on which services are provided. Fees charged by Cps Investment Advisors likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

205 East Orange Street #310
Lakeland, FL 33801-4611

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Cps Investment Advisors Brokerage Details

Total Assets Under Management

$1,988,218,796

FL Average: $1,855,561,029
Total Number of Employees

21

FL Average: 62
Total Number of Accounts

7,080

FL Average: 2,474
Average Account Size

$280,822

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Christopher Tyndall Work History

Christopher has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Cps Investment Advisors

2016 - Present (8 years)

Morningstar Investment Services LLC

2005 - Present (19 years)

Tyndall Stroud Wealth Management, LLC

2000 - Present (24 years)

Tyndall Stroud Cpas, Pc

1999 - 2019 (20 years)

Coastal Plains Re Holdings

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Tyndall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cps Investment Advisors

Eric Jackson
Lakeland, FL
Sterling Searcy
Lakeland, FL
Ryan Higgins
Lakeland, FL
Kelley Wilson
Lakeland, FL
Samuel Camilo
Lakeland, FL
Patrick Gauthier
Lakeland, FL
Shawn Mccabe
Lakeland, FL
Robert Eckenroth
Lakeland, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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