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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MD
-
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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