Timothy BennionCRD Number: 6089005
Current Firm: H.d. Vest Advisory Services, Inc.
Timothy Bennion (CRD# 6089005) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Creswell, OR and has over 5 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|H.d. Advisory Services||Creswell, OR||Nov 2012 - Current||5|
|H.d. Vest Investment Services||Eugene, OR||Jun 2012 - Current||5|
|Es&a Sign Corp||Eugene, OR||Feb 2008 - Current||10|
|Knecht's Of Springfield Inc.||Springfield, OR||Jun 2006 - Current||11|
|Ray M Settelmeyer, Cpa, Pc||Eugene, OR||Dec 2011 - Jun 2015||3|
|Legendary Luxury Coach||Coburg, OR||Jan 2006 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV