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Paul Tyner

Advisor at Tyner Capital Management Investment Counsel, Inc.

Updated today

Firm

Tyner Capital Management Investment Counsel, Inc.

Location

Signal Mountain, TN 37377

Credentials

CFA®

Industry experience

13 years

About

Paul Tyner is the principal advisor at Tyner Capital Management Investment Counsel, Inc. He holds the CFA® designation and has 13 years of industry experience. Tyner has been with Tyner Capital Management since 1993. Tyner Capital Management provides discretionary and non-discretionary portfolio management to individual investors and institutional retirement clients, including pension and 401(k) plans. The firm’s investment approach is based on fundamental research of a defined 1,700-stock universe, with selections focused on value and growth attributes for long-term capital growth.

Client services

Based on Tyner Capital Management Investment Counsel, Inc.

Portfolio management Pension consulting

Expertise

Based on Tyner Capital Management Investment Counsel, Inc.

Active portfolio management Wealth management

Occupation focus

Based on Tyner Capital Management Investment Counsel, Inc.

Retired

Fee options

Percentage

$0 - $500,000: 1.00% for Equity and Balanced Accounts $500,001 - $1,000,000: 0.75% for Equity and Balanced Accounts $1,000,001+: 0.50% for Equity and Balanced Accounts $0 - $500,000: 0.50% for Fixed Income Management (100% bond portfolio) $500,001 - $1,000,000: 0.40% for Fixed Income Management (100% bond portfolio) $1,000,001+: 0.30% for Fixed Income Management (100% bond portfolio)

Other

Minimum fee: Minimum annual fee of $2,500

Location

318 James Boulevard, P.O. Box 369

Signal Mountain, TN 37377

Most active in

Tennessee · Texas

Work history

Tyner Capital Management Investment

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daryl C

Series 65

Hixson, TN

Haddon Group LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Retirement income strategy Passive / index investing
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Kevin L

Series 66

Chattanooga, TN

Lattice Wealth Advisors

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Roland M

CFP®, ChFC®

Chattanooga, TN

Mountaintop Wealth

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

College savings (529s, UTMA, etc.) General retirement planning African Americans/Black Gen X (Born 1965-1980)
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Kevin F

Series 63, Series 65

Chattanooga, TN

Fuerst Financial Group, Inc.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Executive
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Frenise M

Series 66

Chattanooga, TN

Mann Financial Consulting Services

General retirement planning College savings (529s, UTMA, etc.) Annuities Wealth management
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Russell B

Series 66

Chattanooga, TN

Bigham Wealth Advisory LLC

Options & derivatives strategies Founder/Business Owner
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