Timothy Whetro, financial advisor Dayton OH
86 score

Timothy Whetro

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
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
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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BADGES
86

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