Timothy AgnewCRD 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.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Smith & Howard Wealth Management, LLC||Atlanta, GA||Jun 1999 - Current||23|
|Smith & Howard, P.c.||Atlanta, GA||Dec 1991 - Current||30|
Total Assets Under Management484MILLIONS
Total Number of Accounts583ACCOUNTS
Average Account Value$830,314
- A percentage of assets under your management
- Hourly charges
- 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)
FL, GA, TX
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