Timothy Paschall, financial advisor Charlotte NC

Timothy Paschall

CRD Number: 2180346
Current Firm: Wms Advisors, LLC

Timothy Paschall (CRD# 2180346) is an Investment Advisor Representative working at Wms Advisors, LLC in Charlotte, NC and has over 32 years of experience in the finance industry. Timothy Paschall 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.

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Professional Designations
Company Name Location Dates Years
Grove Point Investments, LLC Rockville, MD Jan 2022 - Current 2
Wms Advisors, LLC Rockville, MD Jan 2022 - Current 2
(dba) Paschall & Associates, Inc. Gastonia, NC Jan 2002 - Current 22
Concourse Financial Group Securities Inc. (formerly Proequities) Gastonia, NC Feb 2002 - Jan 2022 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Timothy T. Paschall
Phone Number: 301-294-7804
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $587,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, FL, MD, NC, SC, TX, VA

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