Timothy SullivanCRD Number: 5618089
Current Firm: Gradient Advisors, LLC
Timothy Sullivan (CRD# 5618089) is an Investment Advisor Representative working at Gradient Advisors, LLC in Clinton Township, MI and has over 7 years of experience in the finance industry.
Plante Moran Financial Advisors
Savings Coach, LLC
|Gradient Advisors, LLC||Arden Hills, MN||Oct 2014 - Current||2|
|Strategic Wealth Advisors Group||Clinton Twp, MI||May 2014 - Current||2|
|C.l.a.||Frisco, TX||Jun 2014 - Aug 2014||< 1|
|United Advisors Corporation||Sarasota, FL||May 2013 - May 2014||1|
|Alliance America Corporation||Sarasota, FL||Apr 2013 - May 2014||1|
|M&o Marketing||Southfield, MI||Apr 2012 - Apr 2013||1|
|United Advisors Corporation||Sarasota, FL||Nov 2008 - May 2012||3|
|United Financial Sytems Corporation||Indianapolis, IN||Sep 2005 - Apr 2012||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management26MILLIONS
Total Number of Accounts794ACCOUNTS
Average Account Value$33,169
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV
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