Tim Adams, financial advisor Dayton OH

Tim Adams

CRD Number: 7417634
Current Firm: Wealth Watch Advisors, Inc.

Tim Adams (CRD# 7417634) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Dayton, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Brian Tegtmeyer, financial advisor Dayton OH
Brian M. Tegtmeyer
CRD# 7298322
Truly Prosper Financial Planning LLC
Similar Advisors
Michael Abbinante, financial advisor Dayton OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Dayton OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Company Name Location Dates Years
Wealth Watch Advisor Englewood, CO Jul 2021 - Current 2
Imagine 360 Inc. New Carlisle, OH Oct 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2021
Contact Info for Tim Adams
Phone Number: 855-822-3708
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    3,061
    ACCOUNTS
  • Average Account Value
    $113,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MI, MN, MS, NC, NJ, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.