Timothy DorazioCRD Number: 6600237
Current Firm: Independence Square Holdings, LLC
Timothy Dorazio (CRD# 6600237) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Lpl Financial LLC||King Of Prussia, PA||Dec 2021 - Current||2|
|Independence Square Advisors||King Of Prussia, PA||Nov 2021 - Current||2|
|Unemployed||Warrengton, PA||Feb 2021 - Nov 2021||< 1|
|Keybank||Lansdale, PA||Jun 2017 - Feb 2021||3|
|Key Investment Services LLC||Plymouth Meeting, PA||Jun 2017 - Feb 2021||3|
|Pnc Bank||Ambler, PA||Aug 2016 - Jun 2017||< 1|
|Pnc Investments||Pittsburgh, PA||Aug 2016 - Jun 2017||< 1|
|Whitemarsh Valley Country Club||Lafayette Hill, PA||Apr 2007 - May 2017||10|
|Scottrade Inc.||Wayne, PA||Jan 2016 - Aug 2016||< 1|
|Pnc National Bank||Hatboro, PA||May 2015 - Jan 2016||< 1|
|Transnoble Logistics||Pipersville, PA||Feb 2013 - May 2015||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2023|
|S63||Uniform Securities State Law Examination||May 2016|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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