Timothy PaulinCRD Number: 1599212
Current Firm: Touchstone Advisors Inc.
Timothy Paulin (CRD# 1599212) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Touchstone Securities||Cincinnati, OH||Jan 2012 - Current||10|
|Ifs Financial Services||Cincinnati, OH||Mar 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management25,915MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$700,415,817
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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