Timothy Walls, financial advisor Birmingham AL

Timothy Walls

CRD Number: 4470781
Current Firm: Concourse Financial Group Advisors

Timothy Walls (CRD# 4470781) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Birmingham, AL Mar 2021 - Current 3
Sterne Agee Investment Advisor Services Birmingham, AL Sep 2016 - Feb 2021 4
Sterne Agee Financial Services Birmingham, AL Sep 2016 - Feb 2021 4
Regions Securities LLC Birmingham, AL Feb 2016 - Aug 2016 < 1
Regions Bank Birmingham, AL Oct 2013 - Aug 2016 2
Cetera Investment Services LLC St.cloud, MN Jan 2014 - Nov 2015 1
Cetera Investment Advisors LLC Saint Cloud, MN Jan 2014 - Nov 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Timothy B. Walls
Phone Number: 800-288-3035
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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