Timothy Heisey (CRD# 6699136) is an Investment Advisor Representative working at 180 Wealth Advisors, LLC in Federal Way, WA and has over 7 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 180 Wealth Advisors, LLC | Federal Way, WA | Nov 2020 - Current | 3 |
| Bank Of America, N.a. | Federal Way, WA | Mar 2017 - Nov 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way, WA | Jul 2015 - Nov 2020 | 5 |
| Us Navy | Camp Murray, WA | Jul 1996 - Jul 2015 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management853MILLIONS
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Total Number of Accounts2,800ACCOUNTS
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Average Account Value$304,643
- A percentage of assets under your management
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