Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Tumblin is an investment advisor representative at The Retirement Guys Formula. Connor is a compliance specialist and provides financial advice to clients. Connor also works as an insurance agent selling life and health insurance. Connor has been in the industry since 2021. Connor holds the Series 65 and Series 14 licenses. The Retirement Guys Formula is a registered investment advisor firm with a total of 1991 accounts under management. The firm specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Share in the fee paid to third party advisers
1
2
OH
01/10/2021 - Present
THE Retirement Guys Formula (MAUMEE OH)
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2024
Series 14 - Compliance Officer Examination
Active
Inactive
F
FINRA
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