Timothy Denehy (CRD# 6320023) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Enfield, CT and has 1 year of experience in the finance industry. Timothy Denehy 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.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | Atlanta, GA | Mar 2012 - Current | 12 |
- CT
-
Total Assets Under Management1,724MILLIONS
-
Total Number of Accounts1,715ACCOUNTS
-
Average Account Value$1,005,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MN, MO, MS, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, WV
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