Robert Terence Tinkler

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 04/2025
  Raymond James Financial Services, Inc.
  Wilton, CT
• 03/2011 → 04/2025
  Accounting/Cpa/Tax Preparation
  Newtown, CT
• 06/2010 → 04/2025
  Raymond James Financial Services Advisors Inc.
  Wilton, CT
• 04/2025 → Present
  Lpl Financial Llc
  Sandy Hook, CT

Previous Registrations

• 2010-06-08 → 2025-05-02
  Raymond James Financial Services Advisors, Inc
  Wilton, CT

Other Businesses

1. RTT CAPITAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 5/1/2025 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100 2. RTT CAPITAL GROUP - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date: 5/1/2025 - 8 Hrs/Mth - 0 Hrs During Trading - Time Spent: 5

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-06

Designations

• Certified Financial Planner

Other Names

• Robert Terrence Tinkler