Timothy Fitzharris, financial advisor Cincinnati OH
93 score

Timothy Fitzharris

CRD Number: 5343964
Current Firm: Horter Investment Management, LLC

Timothy Fitzharris (CRD# 5343964) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Evendale, OH Oct 2012 - Current 4
Lakota Public Schools Finance Committee West Chester, OH Jun 2009 - Current 7
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
Accredited Home Centers Cincinnati, OH Dec 2006 - Apr 2007 < 1
Ownit Mortage Service Cincinati, OH Sep 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Timothy M. Fitzharris
Phone Number: 513-984-9933
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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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