Timothy Vail (CRD# 5626147) is an Investment Advisor Representative working at Vail Ridge Capital, LLC in Bellingham, WA and has over 14 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vail Ridge Capital, LLC | Bellingham, WA | Dec 2014 - Current | 9 |
| Cetera Advisors LLC | El Segundo, CA | Jan 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- WA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$65,740
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
WA
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