Allen
Tyndall
Eagles Coast Wealth Management, LLC
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About this Advisor
Allen Tyndall is a financial advisor working in Charleston, South Carolina, who has 3 years of industry experience. Tyndall is currently employed by Eagles Coast Wealth Management, LLC. Over the course of their career, Tyndall has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Eagles Coast Capital, LLC. Tyndall has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Eagles Coast Wealth Management, LLC is an advisory company operating out of Charleston, SC. It has offices in three locations and a total of six financial advisors. It oversees $25 million in assets under management between its 161 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 161 accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice are based on the type of services provided. Fee types charged by Eagles Coast Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagles Coast Wealth Management, LLC Brokerage Details
$25,375,254
6
161
$157,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Allen Tyndall Work History
Allen has been registered as a financial advisor for 3 years.*
Eagles Coast Capital, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 Allen 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 Eagles Coast Wealth Management, LLC
Hoboken, NJ
Charleston, SC
Kirkwood, PA
Charleston, SC
Charleston, SC
Charleston, SC
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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