Robert
Tinker

Ally Invest Advisors

CRD#6535791
Investment Advisor
in Lewisville, TX

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About this Advisor

Robert Tinker is a financial advisor based in Lewisville, Texas, working with Ally Invest Advisors. Robert has previously held positions at Fidelity Brokerage Services LLC, Veritude LLC, Keel Point Capital, The University Of Kansas, Kansas Crown Discount Liquor, Hi-Speed Precision, Inc, Ally Invest Securities LLC, Alexander Grace LLC, Lowe's Home Centers, LLC, Navient, and Ally Invest Advisors. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Ally Invest Advisors, which operates out of Lewisville, Texas. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2911 Lake Vista Dr
Lewisville, TX 75067

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

TX Average: $3,625,019,099
Total Number of Employees

12

TX Average: 22
Total Number of Accounts

70,547

TX Average: 1,917
Average Account Size

$15,984

TX Average: $1,890,985

Investment Advisory Services

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

Robert Tinker Work History

2021 - Present (3 years)

Ally Invest Securities LLC

2021 - Present (3 years)

Ally Invest Advisors

2020 - 2020 (< 1 year)

Alexander Grace LLC

2020 - 2020 (< 1 year)

Lowe'S Home Centers, LLC

2020 - 2020 (< 1 year)

Navient

2017 - 2020 (3 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 year)

Veritude LLC

2015 - 2016 (1 year)

Keel Point Capital

2015 - 2016 (1 year)

The University Of Kansas

2015 - 2015 (< 1 year)

Kansas Crown Discount Liquor

2014 - 2014 (< 1 year)

Hi-Speed Precision, Inc

2012 - 2016 (4 years)

The University Of Kansas

Disclosures

Please visit the SEC profile of Robert Tinker 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 Ally Invest Advisors

Connor Snook
Charlotte, NC
Aaron Litman
Plantation, FL
Thomas Kemp
Charlotte, NC
Royce Guerrero
Charlotte, NC
Sammy Santacruz
Charlotte, NC
Dylan Hood
Charlotte, NC
Scott Makowski
Charlotte, NC
Derek Petrella
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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