Timothy McHale (CRD# 6150436) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greenwood Village, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Greenwood Village, CO | Nov 2022 - Current | 1 |
The Prudential Insurance Company Of America | Greenwood Village, CO | Nov 2022 - Current | 1 |
The Prudential Insurance Company Of America | Englewood, CO | Jul 2018 - Oct 2022 | 4 |
Pruco Securities, LLC | Englewood, CO | Jul 2018 - Oct 2022 | 4 |
Nylife Securities LLC | Fort Worth, TX | Aug 2016 - Jul 2018 | 1 |
New York Life Insurance Company | Fort Worth, TX | Jul 2016 - Jul 2018 | 2 |
Wells Fargo Bank Na | Benbrook, TX | Apr 2014 - Jul 2016 | 2 |
Wells Fargo Advisors LLC | Benbrook, TX | Apr 2014 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2013 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- CO
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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