Timothy Irwin (CRD# 4250831) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Troy, OH and has over 23 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 4553605
Alban Investment Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Troy, OH | Jan 2021 - Current | 3 |
Unemployed | Columbus, OH | Apr 2020 - Jan 2021 | < 1 |
Nationwide Investment Services Corporation | Columbus, OH | Mar 2019 - Mar 2020 | 1 |
Meeder Investment Management, Inc. | Dublin, OH | May 2017 - Feb 2019 | 1 |
Unemployed | Columbus, OH | Apr 2016 - Apr 2017 | 1 |
Montage Investments | Leawood, KS | Jan 2015 - Apr 2016 | 1 |
Montage Securities | Leawood, KS | Jan 2015 - Apr 2016 | 1 |
J.p. Morgan Institutional Investments Inc. | Westerville, OH | Apr 2014 - Jan 2015 | < 1 |
Jpmorgan Investment Management Inc. | Westerville, OH | Apr 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2000 |
S65 | NASAA Investment Advisors Law Examination | May 2006 |
- OH
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Total Assets Under Management103,107MILLIONS
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Total Number of Accounts267,333ACCOUNTS
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Average Account Value$385,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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