Timothy HeiseyCRD Number: 6699136
Current Firm: 180 Wealth Advisors, LLC
Timothy Heisey (CRD# 6699136) is an Investment Advisor Representative working at 180 Wealth Advisors, LLC in Federal Way, WA and has over 5 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|180 Wealth Advisors, LLC||Federal Way, WA||Nov 2020 - Current||1|
|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|
|Downhole Stabilization||Bakersfield, CA||May 2013 - Feb 2014||< 1|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management600MILLIONS
Total Number of Accounts2,413ACCOUNTS
Average Account Value$248,653
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, HI, ID, LA, MA, OR, TX, VA, WA
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