Timothy Agnew, financial advisor Atlanta GA

Timothy Agnew

CRD Number: 4368749
Current Firm: Smith & Howard Wealth Management, LLC

Timothy Agnew (CRD# 4368749) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Timothy Agnew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Smith & Howard Wealth Management, LLC Atlanta, GA Jun 1999 - Current 23
Smith & Howard, P.c. Atlanta, GA Dec 1991 - Current 30

Timothy Agnew has no recent exams reported.
Contact Info for Timothy F. Agnew
Phone Number: 404-874-6244
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    484
    MILLIONS
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $830,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, TX

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