Timothy WhetroCRD Number: 1845826
Current Firm: Buckingham Financial Group, Inc.
Timothy Whetro (CRD# 1845826) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 18 years of experience in the finance industry. Timothy Whetro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|Buckingham & Company||Dayton, OH||Jan 2017 - Current||1|
|Capital Investment Group, Inc.||Raleigh, NC||Apr 2009 - Current||9|
|Buckingham Financial Group||Dayton, OH||May 2005 - Current||13|
|Buckingham Capital Management, Inc.||Dayton, OH||Mar 2005 - Current||13|
|Nrp Financial Inc.||Bryan, OH||Apr 2007 - Apr 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
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