Timothy Vos (CRD# 1425498) is an Investment Advisor Representative working at Captrust in Houston, TX and has over 38 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Feb 2023 - Current | 1 |
| Monroe Vos Consulting, Inc. | Houston, TX | Aug 2004 - Jan 2023 | 18 |
| Insperity, Inc. (formerly Administaff) | Houston, TX | Dec 1994 - Jan 2023 | 28 |
| Mv Securities Group, Inc. | Houston, TX | Apr 2005 - Oct 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
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