Hekmat Tamimie, financial advisor King Of Prussia PA
90 score

Hekmat Tamimie

CRD Number: 3020798
Current Firm: Girard Partners Ltd.

Hekmat Tamimie (CRD# 3020798) is an Investment Advisor Representative working at Girard Partners Ltd. in King Of Prussia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Univest Bank & Trust Co Souderton, PA May 2016 - Current < 1
Girard Partners, Ltd King Of Prussia, PA May 2016 - Current < 1
Cetera Investment Advisers LLC Philadelphia, PA Jan 2014 - May 2016 2
Cetera Investment Services LLC St. Cloud, MN Jan 2013 - May 2016 3
National Penn Bank Philadelphia, PA Oct 2012 - May 2016 3
Sii Investments Wayne, PA Apr 2012 - Oct 2012 < 1
Penn Liberty Bank Wayne, PA Oct 2008 - Oct 2012 4
Us Military Washington Dc, DC Jul 2008 - Oct 2008 < 1
Wachovia Bank, N.a. Philadelphia, PA Jun 2002 - Jul 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Hekmat D. Tamimie
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    678
    MILLIONS
  • Total Number of Accounts
    2,161
    ACCOUNTS
  • Average Account Value
    $313,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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

CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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