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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
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 |
- NC
-
Total Assets Under Management196MILLIONS
-
Total Number of Accounts334ACCOUNTS
-
Average Account Value$587,167
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, FL, MD, NC, SC, TX, VA
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