Timothy Wolfcale, financial advisor Houston TX
93 score

Timothy Wolfcale

CRD Number: 1410116
Current Firm: Corda Investment Management, LLC

Timothy Wolfcale (CRD# 1410116) is an Investment Advisor Representative working at Corda Investment Management, LLC in Houston, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Corda Investment Management, LLC Houston, TX Jan 2014 - Current 2
Carter Wealth Management/blue Waters Advisory Group Austin, TX Mar 2011 - Dec 2013 2
Unemployed Austin, TX Dec 2010 - Mar 2011 < 1
Nylife Securities LLC Austin, TX Mar 2009 - Dec 2010 1
New York Life Insurance Co Austin, TX Mar 2009 - Dec 2010 1
Unemployed Austin, TX Jun 2008 - Mar 2009 < 1
Td Ameritrade Austin, TX Mar 2007 - Jun 2008 1
Unemployed Austin, TX Nov 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Timothy B. Wolfcale
Phone Number: 713-439-0665
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    702
    MILLIONS
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $341,440
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MN, MO, MS, NJ, NM, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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