Timothy Waswick, financial advisor Allen TX

Timothy Waswick

CRD Number: 5999005
Current Firm: Primerica Advisors

Timothy Waswick (CRD# 5999005) is an Investment Advisor Representative working at Primerica Advisors in Allen, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Aspen Tree Service Garland, TX Nov 2013 - Current 10
Pfs Investments Inc. Allen, TX Mar 2012 - Current 12
Primerica Financial Sercives Allen, TX Mar 2011 - Current 13
Collin Bryan Construction Grapevine, TX Jun 2017 - Aug 2019 2
All Care General Contracting Waxahachie, TX Dec 2016 - Mar 2017 < 1
Cheap Electric Now Dallas, TX Nov 2013 - Mar 2017 3
Mc Call Roofing Dallas, TX Feb 2016 - Nov 2016 < 1
Alliance Group Services Coppell, TX Jun 2014 - Oct 2016 2
Postmates Dallas, TX Aug 2015 - Nov 2015 < 1
Business Manager For Greg & Robin Campbell Dallas, TX Apr 2014 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Timothy Waswick
Phone Number: 833-786-0550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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