Timothy Smith, financial advisor Archbold OH
93 score

Timothy Smith

CRD Number: 5894589
Current Firm: Silver Oak Securities, Inc.

Timothy Smith (CRD# 5894589) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Archbold, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Nov 2015 - Current 1
Senior Planning Estate Services LLC Archbold, OH Mar 2010 - Current 6
Legacy Group Planning Archbold, OH Mar 2010 - Current 6
Swanton Properties Archbold, OH Feb 2001 - Current 15
Brokers International Financial Services, LLC Panora, IA Jul 2012 - Nov 2015 3
Foresters Equity Investment Advisory Archold, OH Feb 2011 - Jul 2012 1
Ohio Consumer Credit Alliance Incorporated Archbold, OH Jan 1986 - Mar 2010 24
Swanton Properties Archbold, OH Mar 2009 - Feb 2010 < 1
Denmark Managaement Clinton, MI Dec 2007 - Feb 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Timothy E. Smith
Phone Number: 731-668-3825
Registered State(s):
  • AR
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,901
    ACCOUNTS
  • Average Account Value
    $112,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, NC, NH, NM, OH, PA, SC, TN, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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