Timothy Sample, financial advisor Aurora CO

Timothy Sample

CRD Number: 7120868
Current Firm: Sample Financial Solutions, LLC

Timothy Sample (CRD# 7120868) is an Investment Advisor Representative working at Sample Financial Solutions, LLC in Aurora, CO and has over 3 years of experience in the finance industry. Timothy Sample 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
Sample Financial Solutions, LLC Aurora, CO Mar 2019 - Current 3
Western Union Financial Services Denver, CO Nov 2007 - Nov 2019 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Timothy A. Sample
Phone Number: 720-338-6242
Firm Website: https://samplefs.com/
Registered State(s):
  • CO
  • TX
Current Firm Details
Sample Financial Solutions, LLC
Firm's CRD Number: 304192
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $153,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, TX

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