Timothy Prewitt (CRD# 5092660) is an Investment Advisor Representative working at Smith Brothers Financial, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Glastonbury, CT | Oct 2022 - Current | 1 |
| Smith Brothers Financial, LLC | Glastonbury, CT | Sep 2022 - Current | 1 |
| Smith Brothers Insrurance, LLC | Glastonbury, CT | Sep 2022 - Current | 1 |
| Transamerica Investors Securities Corporation | Glastonbury, CT | Jul 2019 - Aug 2022 | 3 |
| Transamerica Retirement Solutions | Glastonbury, CT | Mar 2014 - Aug 2022 | 8 |
| Transamerica Capital, Inc. | Denver, CO | Jan 2017 - Jul 2019 | 2 |
| Transamerica Investors Securities Corporation | West Hartford, CT | Apr 2014 - Jan 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- CT
-
Total Assets Under Management847MILLIONS
-
Total Number of Accounts387ACCOUNTS
-
Average Account Value$2,187,431
- 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
CT, FL, MA, NH, NJ, NY, RI, TX
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