Robert Kyle Tomlinson
Investment adviser representative at Griffith & Werner, Inc.
7 yearsExperience
1 stateRegistered in
$218.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Griffith & Werner, Inc.Jun 2012 to now
- Proequities IncAug 2017 to Nov 2019
- Lincoln Financial Securities CorporationAug 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Griffith & Werner, Inc.
$218.6MAssets managed
336Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6028883
- Firm CRD
- 136380