Timothy Noe (CRD# 7292113) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 3 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion Portfolio Solutions LLC | Omaha, NE | Oct 2019 - Current | 4 |
| Divisions Maintenance Group | Newport, KY | Jul 2019 - Oct 2019 | < 1 |
| Meijer Inc. | Richmond, KY | Sep 2015 - Jul 2019 | 3 |
| Eastern Kentucky University | Richmond, KY | Aug 2014 - May 2019 | 4 |
| Dunhams Sports | Richmond, KY | Feb 2015 - Sep 2015 | < 1 |
| E.c. Porters | London, KY | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- NE
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Total Assets Under Management53,844MILLIONS
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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