Timothy Fitzharris, financial advisor Cincinnati OH
81 score

Timothy Fitzharris

CRD Number: 5343964
Current Firm: Dinergy

Timothy Fitzharris (CRD# 5343964) is an Investment Advisor Representative working at Dinergy in Cincinnati, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Dinergy Wealth Management Cincinnati, OH Feb 2017 - Current 1
Dinergy Insurance Agency Cincinnati, OH Dec 2016 - Current 1
Lakota Public Schools Business Advisory Council West Chester, OH Feb 2016 - Current 2
Lakota Public Schools Finance Committee West Chester, OH Jun 2009 - Current 9
Horter Investment Management Cincinnati, OH Jul 2014 - Nov 2016 2
J.p. Morgan Securities LLC Evendale, OH Oct 2012 - Jul 2014 1
Chase Investment Services Corp Springboro, OH Sep 2011 - Oct 2012 1
Unemployed Middletown, OH Aug 2011 - Sep 2011 < 1
Lpl Financial West Chester, OH May 2009 - Jul 2011 2
Dba Haire Bohmer West Chester, OH May 2009 - Jul 2011 2
Citigroup Global Markets Inc. Cincinnati, OH May 2007 - Apr 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Timothy M. Fitzharris
Phone Number: 513-878-0200
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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