Timothy Peterson (CRD# 6200366) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Beverly Hills, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twp Financial & Insurance Services LLC | Beverly Hills, CA | Apr 2021 - Current | 3 |
| Twp Wealth Management | Beverly Hills, CA | Jul 2020 - Current | 3 |
| Virtue Capital Management, LLC | Brentwood, TN | Aug 2019 - Current | 4 |
| Twp Financial | Beverly Hills, CA | Oct 2007 - Current | 16 |
| Horter Investment Management, LLC | Cincinnati, OH | May 2013 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
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