Timothy PangCRD Number: 7260634
Current Firm: Sargent Investment Group
Timothy Pang (CRD# 7260634) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Sargent Investment Group||Bethesda, MD||Aug 2021 - Current||2|
|Randstad||Atlanta, GA||Apr 2021 - Aug 2021||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valley, VA||Jun 2020 - Mar 2021||< 1|
|Unemployed||Clarksville, MD||May 2020 - Jun 2020||< 1|
|University Of Maryland||College Park, MD||Aug 2016 - May 2020||3|
|University Of Maryland Alumni Association||College Park, MD||Sep 2016 - May 2019||2|
|Champs Sports||Columbia, MD||Jul 2016 - May 2018||1|
|Unemployed||Clarksville, MD||May 2016 - Aug 2016||< 1|
|River Hill High School||Clarksville, MD||Sep 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2021|
Total Assets Under Management1,013MILLIONS
Total Number of Accounts1,139ACCOUNTS
Average Account Value$889,080
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, TX, VA, WA
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