Timothy SpeesCRD Number: 1245686
Current Firm: Foresters Equity Services, Inc.
Timothy Spees (CRD# 1245686) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Centreville, VA and has over 8 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Foresters Equity Services, Inc.||San Diego, CA||Jul 2015 - Current||1|
|Gradient Securities, LLC||Arden Hills, MN||Mar 2015 - Jun 2015||< 1|
|Questar Capital Corporation||Minneapolis, MN||Nov 2013 - Mar 2015||1|
|Questar Asset Management||Minneapolis, MN||Nov 2013 - Mar 2015||1|
|Retirement Wealth Advisors Inc.||Jenison, MI||Sep 2013 - Nov 2013||< 1|
|Minnesota Life Insurance Company||St. Paul, MN||Apr 2010 - Oct 2013||3|
|Tax And Financial||Newport Beach, CA||Apr 2010 - Oct 2013||3|
|T S Consulting LLC||Cenerville, VA||Mar 2003 - Oct 2012||9|
|Pnc Investments, LLC||Chantilly, VA||Mar 2011 - Mar 2012||1|
|Securian Financial Services||St. Paul, MN||Apr 2010 - Sep 2010||< 1|
|Wfg Investments Inc.||Herndon, VA||Jun 2009 - Apr 2010||< 1|
|Wfg Advisors||Herndon, VA||Jun 2009 - Apr 2010||< 1|
|Aig Retirement Advisors||Linthicum, MD||Aug 2008 - Jun 2009||< 1|
|Carteret Mortgage||Centreville, VA||Mar 1999 - May 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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
- Selection of other advisers (including private fund managers)
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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