Timothy Lidiak (CRD# 1006915) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kerrville, TX and has over 42 years of experience in the finance industry.
CRD# 2456018
Advisors Asset Management, Inc.
CRD# 1630781
Next Financial Group, Inc.
CRD# 4487759
Advisors Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Kerrville, TX | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Kerrville, TX | Jan 1999 - Current | 25 |
| Plm Investment Inc. | Kerrville, TX | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1981 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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