Larry
Tyndall
Cps Investment Advisors
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About this Advisor
Larry Tyndall is a personal financial specialist based out of Winterville, North Carolina who has 1 year of industry experience. Tyndall is an employee of Cps Investment Advisors. Their career trajectory has included roles at Cps Investment Advisors, Morningstar Investment Services, LLC, Tyndall Stroud Cpas, Pc, Coastal Plains Re Holdings, LLC and Tyndall Stroud Wealth Management, LLC. Tyndall holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Cps Investment Advisors is an advisory company that has its headquarters in Lakeland, FL. It handles $2 billion in assets across its 7,080 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 24 charities and foundations. Of its 7,080 customer accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cps Investment Advisors provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees are based on which services are provided. However, fees charged by Cps Investment Advisors can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cps Investment Advisors Brokerage Details
$1,988,218,796
21
7,080
$280,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Larry Tyndall Work History
Larry has been registered as a financial advisor for 1 years.*
Cps Investment Advisors
Morningstar Investment Services, LLC
Tyndall Stroud Wealth Management, LLC
Coastal Plains Re Holdings, LLC
Tyndall Stroud Cpas, Pc
*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 Larry 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
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
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.
