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Robert William Tiller

J. W. Cole Advisors, Inc.

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About Robert William Tiller

Robert William Tiller is a financial advisor in New Port Richey, FL. Robert Tiller has been in the financial industry since June 22, 1986 and has worked at several firms including Royal Alliance Associates, Inc., Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Robert Tiller is currently registered with J. W. Cole Advisors, Inc. in Florida.

Firm Information

Robert Tiller is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Tiller’s Registration & Firm History

FL

02/15/2019 - Present

J. W. Cole Advisors, Inc. (NEW PORT RICHEY FL)

FL

11/02/2018 - 02/07/2019

ROYAL ALLIANCE ASSOCIATES, INC. (NEW PORT RICHEY FL)

FL

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (NEW PORT RICHEY FL)

FL

01/15/1997 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (NEW PORT RICHEY FL)

AZ

12/05/1994 - 12/31/1996

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CO

10/24/1994 - 12/09/1994

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

CA

11/10/1993 - 04/05/1994

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

NY

08/01/1991 - 11/12/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

01/25/1991 - 08/13/1991

DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)

NJ

12/17/1990 - 01/28/1991

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

CO

11/27/1990 - 12/17/1990

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

CO

11/20/1985 - 12/03/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 10/06/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1987

Series 24 - General Securities Principal Examination

BC

Issued 08/11/1987

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert William Tiller. Review regulatory record here.
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