Timothy Romero, financial advisor Colorado Springs CO
89 score

Timothy Romero

CRD Number: 6235599
Current Firm: Usaa Financial Planning Services

Timothy Romero (CRD# 6235599) is an Investment Advisor Representative working at Usaa Financial Planning Services in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Colorado Springs, CO Sep 2013 - Current 3
Usaa Financial Advisors Inc. Colorado Springs, CO Aug 2013 - Current 3
Usaa Insurance Colorado Springs, CO Aug 2012 - Sep 2013 1
Unemployed Colorado Springs, CO May 2012 - Jul 2012 < 1
Wells Fargo Bank Colorado Springs, CO Nov 2010 - Apr 2012 1
Student Colorado Springs, CO Mar 2009 - Oct 2010 1
Westwood College Colorado Springs, CO Nov 2007 - Feb 2009 1
Keller Williams Realty Colorado Springs, CO Feb 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Timothy L. Romero
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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