Timothy Colvin, financial advisor Dublin OH
87 score

Timothy Colvin

CRD Number: 1780157
Current Firm: Principal Securities, Inc.

Timothy Colvin (CRD# 1780157) is an Investment Advisor Representative working at Principal Securities, Inc. in Dublin, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Dublin, OH Jul 1998 - Current 18
Princor Financial Services Corporation Dublin, OH Dec 1987 - Current 29
Principal Mutual Life Insurance Company Dublin, OH Feb 1987 - Current 29

Timothy Colvin has no recent exams reported.
Contact Info for Timothy A. Colvin
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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