Timothy Spees, financial advisor Centreville VA
93 score

Timothy Spees

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Timothy S. Spees
Phone Number: 858-550-4844
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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