Timothy Holsworth (CRD# 1133900) is an Investment Advisor Representative working at Ahp Financial Services, Inc. in Bay City, MI and has over 40 years of experience in the finance industry. Timothy Holsworth 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.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bay City, MI | Mar 2010 - Current | 14 |
| Raymond James Financial Services, Inc. | Bay City, MI | Oct 1997 - Current | 26 |
| Ahp Financial Services, Inc. | Bay City, MI | Oct 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
MI
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