Timothy Whetro, financial advisor Dayton OH
86 score

Timothy Whetro

CRD Number: 1845826
Current Firm: Buckingham Capital Management, Inc.

Timothy Whetro (CRD# 1845826) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 17 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.

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Professional Designations
Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Apr 2009 - Current 7
Buckingham Capital Management, Inc. Dayton, OH Mar 2005 - Current 11
Nrp Financial Inc. Bryan, OH Apr 2007 - Apr 2009 2
Oberelin Financial Corp. Bryan, OH May 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Apr 2002
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Timothy L. Whetro
Phone Number: 937-435-2742
Firm Website: http://www.bcminvest.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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